Reviews written by dang216

2 results - showing 1 - 2 Results per page:
 
NaviPlan Extended
Financial Planning
 

I have used NaviPlan Extended for 10 years and find it well-suited to our high net worth client base

0 of 0 people found the following review helpful
We are starting to wonder if this tool has kept pace with competing programs in terms of integration and online access.
Overall rating: 
 
 3.3
Company :
 
 4.0
Interface :
 
 4.0
Integration :
 
 2.0
Pricing :
 
 3.0
Monte Carlo Simulation :
 
 4.0
Taxes :
 
 4.0
Asset Allocation :
 
 3.0
LTC-College Planning :
 
 3.0
Estate Planning:
 
 3.0
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dang216 Reviewed by dang216
February 16, 2010

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A Roundup Of Leading Advisor CRM Systems (Event)
 

0 of 0 people found the following review helpful
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Rating:
 
 5.0
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dang216 Reviewed by dang216
February 12, 2010

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Last updated: February 12, 2010
 
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