Reviews written by stevenc862

3 results - showing 1 - 3  
 
 
PortfolioCenter
Portfolio Management
stevenc862stevenc862   March 23, 2012
Overall rating 
 
 
2.9
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
2.0
Fixed Income 
 
 
1.0
Tax Lot Accounting 
 
 
2.0
Trading 
 
 
1.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
2.0

Getting better

Can be better.

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MoneyGuidePro
Financial Planning
stevenc862stevenc862   December 22, 2011
Overall rating 
 
 
2.9
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
2.0
Pricing 
 
 
1.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
1.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
4.0

Great concept of a program but many flaws

Great start

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Letting Prospects Sell Themselves
Webinars
stevenc862stevenc862   September 15, 2011
(Updated: September 15, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

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3 results - showing 1 - 3