Reviews written by miller720

4 results - showing 1 - 4  
 
 
The New Math Driving 2020 Roth Conversions
Webinars
miller720miller720   July 08, 2020
8.0
Average Attendee Rating
Poor Average Excellent
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PortfolioCenter
Portfolio Management
miller720miller720   March 22, 2011
Overall rating 
 
 
3.7
Company 
 
 
4.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
1.0
Integrations 
 
 
2.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
5.0

Very good portfolio management and analysis tool

We are always finding better ways to analyze portfolios. Provides great flexibility for building client presentations. The new client reports are a very welcome addition.

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MoneyGuidePro
Financial Planning
miller720miller720   March 22, 2011
Overall rating 
 
 
3.8
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
5.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Excellent tool for providing a long term perspective to clients

MGP has been an excellent tool to provide clients a long term perspective. Many want to see if they are on the right track and we are able to...

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Japan's Disaster, Saudi Revolution, And Other Scenarios: Forecasting Their Effects On Portfolios
Webinars
miller720miller720   March 17, 2011
(Updated: March 17, 2011)
3.0
Average Attendee Rating
Poor Average Excellent

The service is one that I have looked for before. Bringing Macro Economic data to a single point of reference and being able to see it concisely presented is...

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4 results - showing 1 - 4