Reviews written by pitcher1
17 results - showing 1 - 17
4.0 |
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Webinars
4.0 |
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The material is important and would help fulfill a need not otherwise met by my compliance consultant.
5.0 |
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Very interesting as a complimentary tool to assist in retirement income planning.
4.0 |
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Valuable information
Portfolio Management
pitcher1
January 04, 2013
Overall rating
2.8
Company
3.0
Technology Support
3.0
Reconcilliation
2.0
Financial Institution Interfaces
4.0
Reports
3.0
Fixed Income
2.0
Tax Lot Accounting
2.0
Trading
3.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
2.0
Easier to use than dbCAMS but not as robust.
OK until something better comes along.
Portfolio Management
pitcher1
October 03, 2012
Overall rating
3.0
Company
3.0
Technology Support
3.0
Reconcilliation
3.0
Financial Institution Interfaces
3.0
Reports
3.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
3.0
Recently replaced by Albridge
Recently replaced by Albridge
4.0 |
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5.0 |
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4.0 |
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4.0 |
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4.0 |
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Very interesting topic but ultimately frustrating since access to the due diligence method is not readily available; a major cost barrier. If it is a superior methodolgy, I would...
Financial Planning
pitcher1
February 04, 2011
Overall rating
3.8
Company
4.0
Interface
4.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
3.0
Best planning program used to date.
Will continue to use for forseeable future.
4.0 |
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5.0 |
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CRM Software
pitcher1
April 05, 2010
Overall rating
2.2
Company
3.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
3.0
Productivity
3.0
Client Portal
1.0
Integration
1.0
Security
3.0
Pricing
4.0
Long time user satisfied but would probably use another product if starting today
NA
Rebalancing
pitcher1
March 30, 2010
Overall rating
3.2
Trading Features
3.0
Reporting
4.0
Managing For Tax Efficiency
3.0
Household Rebalancing
3.0
Tax Loss Harvesting
3.0
Trade Order Reconcilliation
3.0
Integrations
2.0
Security
4.0
Training
3.0
Support
3.0
Pricing
4.0
Web-based, affordable with many asset classes, but can be very slow in loading data.
After using the PC version of AllocationMaster for many years, I opted for the web-based version to have access to more asset classes. Unfortunately, the web-based version is not...
4.0 |
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17 results - showing 1 - 17
