Reviews written by richardg713

2 results - showing 1 - 2  
 
 
eMoney
Financial Planning
richardg713richardg713   February 10, 2011
Overall rating 
 
 
4.1
Company 
 
 
4.0
Interface 
 
 
5.0
Integration 
 
 
5.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
5.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
3.0

excellent system. I would highly recommend emoney

I agree with a prior comment. If emoney had the ability to generate performance data not only with assets held by our firm but also assets held at other...

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Collaborating With Estate Planning Attorneys
Webinars
richardg713richardg713   August 05, 2010
(Updated: August 05, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Great Presentation! How do I get involved and what does it cost? I

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2 results - showing 1 - 2