Reviews written by rigg6707
6 results - showing 1 - 6
Financial Planning
rigg6707
October 05, 2013
Overall rating
4.1
Company
4.0
Interface
5.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Solid product with an easy to use interface and great client facing reports and tools
Great product for our needs. We are glad we made the switch several years ago.
Portfolio Management
rigg6707
October 05, 2012
Overall rating
4.4
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
3.0
Fixed Income
5.0
Tax Lot Accounting
5.0
Trading
4.0
Integrations
4.0
Security
4.0
Hosting
4.0
Pricing
4.0
Established product and great support.
Long time user and comfortable with product. Does what it is supposed to do with minimal problems. Tech support is strong. Reports are probably the main weakness,...
Webinars
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4.0 |
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Webinars
4.0 |
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4.0 |
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Lots to digest, but good information.
6 results - showing 1 - 6
