Reviews written by patfia

2 results - showing 1 - 2  
 
 
PortfolioCenter
Portfolio Management
patfiapatfia   February 26, 2011
Overall rating 
 
 
3.7
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
4.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Have used it for many years. Wouldn't switch.

Pleased with the product. Best of the lot when it was selected.

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NaviPlan Extended
Financial Planning
patfiapatfia   July 06, 2010
Overall rating 
 
 
3.2
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
3.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
2.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Powerful; many layered; still learning.

Best in the business at the time I adopted. Haven't reviewed others since due to time and effort investment.

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2 results - showing 1 - 2