Reviews written by tpm@cornerstone

2 results - showing 1 - 2  
 
 
PortfolioCenter
Portfolio Management
tpm@cornerstonetpm@cornerstone   January 09, 2015
Overall rating 
 
 
3.8
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
3.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
1.0
Integrations 
 
 
3.0
Security 
 
 
5.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Good - could be great

Good. Needs to improve integrations and reports

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MoneyGuidePro
Financial Planning
tpm@cornerstonetpm@cornerstone   December 30, 2014
Overall rating 
 
 
4.9
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
5.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
5.0
Asset Allocation 
 
 
5.0
LTC-College Planning 
 
 
5.0
Estate Planning 
 
 
5.0

Keeps getting better

If you want to run a quick plan without much training, MGP is perfect. It is easy to learn and very user friendly. I have used it for...

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2 results - showing 1 - 2