Reviews written by wesr707
5 results - showing 1 - 5
Portfolio Management
wesr707
April 02, 2011
Overall rating
4.2
Company
5.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
5.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
4.0
Integrations
4.0
Security
4.0
Hosting
3.0
Pricing
5.0
Reliable, but at times complicated.
I've liked Portfolio Center , in spite of some of the learning curve. The reports can be tailored for simplicity or detail, as you prefer.
Financial Planning
wesr707
April 02, 2011
Overall rating
4.2
Company
5.0
Interface
4.0
Integration
4.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
3.0
User friendly, nice reports, probably the best for high-net worth. Not very helpful for non high NW.
Low cost and great bang for the buck. But I find that a MGP plan delivered with nothing else is worthless. It has to accompanied by additional detail of how...
Webinars
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Very helpful. Compliance is critical. Good presenters.
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Simple and very helpful.
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Very practical.
5 results - showing 1 - 5
