Reviews written by craigh214
5 results - showing 1 - 5
Financial Planning
craigh214
July 22, 2011
Overall rating
3.0
Company
3.0
Interface
3.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Don't use it much.
I don't use this much, so I can't really opine on how good or bad it is.
Webinars
4.0 |
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4.0 |
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Portfolio Management
craigh214
July 14, 2010
Overall rating
3.0
Company
3.0
Technology Support
3.0
Reconcilliation
3.0
Financial Institution Interfaces
3.0
Reports
3.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
3.0
don't use it much
I don't use this tool much at all
3.0 |
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very monotonous...he dragged on with stats. went over the time limit as well.
5 results - showing 1 - 5
