Reviews written by sharleec480
8 results - showing 1 - 8
4.0 |
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Webinars
5.0 |
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great tool
Portfolio Management
sharleec480
January 29, 2011
Overall rating
3.8
Company
5.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
5.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
3.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
3.0
As long as you know how to create reports PC is a great tool
No additional comments than above
Webinars
3.0 |
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2.0 |
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| Average Attendee Rating | ||
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Financial Planning
sharleec480
September 21, 2010
Overall rating
3.7
Company
5.0
Interface
3.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
5.0
LTC-College Planning
4.0
Estate Planning
2.0
Money Guide Pro
Overall great for the simple cases and easy to explain to clients. We have had trouble integrating, but getting better every day!
4.0 |
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4.0 |
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| Average Attendee Rating | ||
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Leave a little more time for Q&A, would like to have heard how he thinks his offering or training is different from the others in the marketplace
8 results - showing 1 - 8
