Reviews written by susanj603
4 results - showing 1 - 4
Financial Planning
susanj603
September 05, 2014
Overall rating
3.6
Company
5.0
Interface
5.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
2.0
Asset Allocation
2.0
LTC-College Planning
2.0
Estate Planning
1.0
Easy for clients to understand.
Does not work well with cash flow, tax or pre-retirement goals. Does not work well with business or real estate assets.
Portfolio Management
susanj603
September 05, 2014
Overall rating
3.2
Company
4.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
2.0
Integrations
2.0
Security
3.0
Hosting
2.0
Pricing
3.0
Not fancy but it does the job.
Inexpensive if you custody with Schwab, but if not, watch for price increases!
Webinars
5.0 |
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4 results - showing 1 - 4
