Reviews written by lous360

12 results - showing 1 - 12 Results per page:
 
 

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4.0
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lous360 Reviewed by lous360
March 23, 2012

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Last updated: March 23, 2012
 
 

0 of 0 people found the following review helpful
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4.0
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lous360 Reviewed by lous360
February 24, 2012

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Last updated: February 24, 2012
 
 

0 of 0 people found the following review helpful
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5.0
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lous360 Reviewed by lous360
February 03, 2012

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Last updated: February 03, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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lous360 Reviewed by lous360
January 13, 2012

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Last updated: January 13, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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lous360 Reviewed by lous360
September 09, 2011

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Last updated: September 09, 2011
 
Portfolio Management
 

Good program for aggregation and reporting - tax lot and cost basis not easy

0 of 0 people found the following review helpful
Good program for aggregation and reporting - tax lot and cost basis not easy
Overall rating: 
 
3.0
Company:
 
4.0
Technology Support:
 
4.0
Reconcilliation:
 
3.0
Financial Institution Interfaces:
 
3.0
Reports:
 
4.0
Fixed Income:
 
2.0
Tax Lot Accounting:
 
2.0
Trading:
 
2.0
Integrations:
 
3.0
Security:
 
3.0
Hosting:
 
3.0
Pricing:
 
3.0
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lous360 Reviewed by lous360
August 22, 2011

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Financial Planning
 

Excellent program for cash flow analysis

0 of 0 people found the following review helpful
I have used Money Tree software for a number of years. I find it very good for most applications, and support is great!
Overall rating: 
 
3.8
Company :
 
4.0
Interface :
 
4.0
Integration :
 
3.0
Pricing :
 
4.0
Monte Carlo Simulation :
 
4.0
Taxes :
 
3.0
Asset Allocation :
 
4.0
LTC-College Planning :
 
4.0
Estate Planning:
 
4.0
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lous360 Reviewed by lous360
August 17, 2011

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0 of 0 people found the following review helpful
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Rating:
 
4.0
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lous360 Reviewed by lous360
July 29, 2011

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Last updated: July 29, 2011
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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lous360 Reviewed by lous360
July 12, 2011

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Last updated: July 12, 2011
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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lous360 Reviewed by lous360
July 17, 2009

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Last updated: July 17, 2009
 
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