Reviews written by lous360

12 results - showing 1 - 12 Results per page:
 
Gresham's Model For A Healthy Relationship With Money (Event)
 

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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
 
Awareness, Stickiness And Leads: How RIAs Can Use Social Media Compliantly (Event)
 

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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
 
Income & Estate Tax Strategies For The Year (Event)
 

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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
 
The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now (Event)
 

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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
 
Introduction To Tax-Efficient Investing (Part 1) (Event)
 

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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
 
Albridge Solutions
Portfolio Management
 

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

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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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Golden Years
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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Harold Evensky On What's New In Wealth Management (Event)
 

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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
 
July 2011 Economy Update With Fritz Meyer (Event)
 

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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
 
Preparing For The Worst: Managing Your Clients In A Bear Market (Event)
 

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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
 
12 results - showing 1 - 12
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