Reviews written by ramkolluri

3 results - showing 1 - 3  
 
 
The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now
Webinars
ramkolluriramkolluri   January 12, 2012
(Updated: January 12, 2012)
5.0
Average Attendee Rating
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Timely, good starting point discussion, thought provoking.

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MoneyGuidePro
Financial Planning
ramkolluriramkolluri   April 09, 2010
Overall rating 
 
 
4.0
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Good software at a reasonable price

Should be part of any practice

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Advent Axys
Portfolio Management
ramkolluriramkolluri   April 09, 2010
Overall rating 
 
 
2.8
Company 
 
 
1.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
2.0
Pricing 
 
 
2.0

Known Devil ...

I worked with this software since 1990. It is mission critical to our work and we hate migration to another software.

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3 results - showing 1 - 3