Reviews written by alicek707
3 results - showing 1 - 3
Financial Planning
alicek707
December 11, 2013
Overall rating
4.3
Company
5.0
Interface
5.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
2.0
Asset Allocation
5.0
LTC-College Planning
5.0
Estate Planning
2.0
It lives up to its reputation as a client friendly planning software with its interactive features
the best overall financial planning software that I have tried. If they beef up the estate planning and tax planning (especially rental real estate) it would be even better....
5.0 |
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Great content, maybe a little rushed on some of the slides for anyone like myself who likes to take notes. Even given that the slides are available afterward, just...
Portfolio Management
alicek707
May 17, 2010
Overall rating
2.6
Company
4.0
Technology Support
4.0
Reconcilliation
1.0
Financial Institution Interfaces
1.0
Reports
4.0
Fixed Income
1.0
Tax Lot Accounting
1.0
Trading
1.0
Integrations
3.0
Security
4.0
Hosting
4.0
Pricing
3.0
Worth the money for the analytics and billing - planning and contact mgt. functions too basic.
I am reviewing the MS Office Edition. Have rated one star on the criterion I have not used yet - there was no option of indicating "n/a".
3 results - showing 1 - 3
