Reviews written by elainem978
4 results - showing 1 - 4
4.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
useful pactical information I can use
4.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
not what I expected but interesting and relevant to my practice
Portfolio Management
elainem978
March 14, 2011
Overall rating
4.3
Company
4.0
Technology Support
4.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
4.0
Tax Lot Accounting
5.0
Trading
3.0
Integrations
4.0
Security
5.0
Hosting
4.0
Pricing
4.0
Does all we need and more.
We've been using Portfolio Center (aka Centerpiece) for more than 20 years with great success. Wouldn't consider changing unless back office support or interface capability deteriorates.
Financial Planning
elainem978
March 14, 2011
Overall rating
3.6
Company
5.0
Interface
3.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
5.0
Taxes
2.0
Asset Allocation
2.0
LTC-College Planning
4.0
Estate Planning
4.0
The what-if tool is particularly useful for "on the fly" assumption changes during client meetings.
Don't expect this to be your only planning software, but it provides excellent value for the price.
4 results - showing 1 - 4
