Reviews written by dionc714

4 results - showing 1 - 4  
 
 
How An RIA Garnered $110 Million AUM In Two Years Using Mindmaps
Webinars
dionc714dionc714   July 26, 2012
(Updated: July 26, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
WealthTrace Retirement Planner
Financial Planning
dionc714dionc714   February 01, 2012
Overall rating 
 
 
4.3
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
3.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
5.0
Asset Allocation 
 
 
5.0
LTC-College Planning 
 
 
5.0
Estate Planning 
 
 
3.0

WealthTrace is the Best We've Seen

We have spent years trying different planning software packages -- each time with the hope they would reflect our philosophy of money management, but to no avail. Every time...

Read Review Comments (0)
Black Diamond Reporting
Portfolio Management
dionc714dionc714   August 11, 2011
Overall rating 
 
 
3.7
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
4.0

Overall, very flexible and user friendly.

We were one of the first customers for Black Diamond, and therefore have a great pricing arrangement. The customer service has always been very efficient and responsive.

Read Review Comments (0)
Study: Long-Term Bond Fund Investors Perform Better Than Expected In A Period Of Rising Rates
Webinars
dionc714dionc714   August 04, 2011
(Updated: August 04, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
4 results - showing 1 - 4