Reviews written by benjwa

3 results - showing 1 - 3 Results per page:
 
PortfolioCenter
Portfolio Management
 

Does the job!

0 of 0 people found the following review helpful
Does the job.
Overall rating: 
 
 4.0
Company:
 
 4.0
Technology Support:
 
 4.0
Reconcilliation:
 
 4.0
Financial Institution Interfaces:
 
 4.0
Reports:
 
 4.0
Fixed Income:
 
 4.0
Tax Lot Accounting:
 
 4.0
Trading:
 
 4.0
Integrations:
 
 4.0
Security:
 
 4.0
Hosting:
 
 4.0
Pricing:
 
 4.0
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benjwa Reviewed by benjwa
July 24, 2010

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MoneyGuidePro
Financial Planning
 

State of the art!

0 of 0 people found the following review helpful
Strikes a reasonable balance between depth and usability.
Overall rating: 
 
 3.7
Company :
 
 5.0
Interface :
 
 4.0
Integration :
 
 4.0
Pricing :
 
 4.0
Monte Carlo Simulation :
 
 3.0
Taxes :
 
 3.0
Asset Allocation :
 
 3.0
LTC-College Planning :
 
 4.0
Estate Planning:
 
 3.0
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benjwa Reviewed by benjwa
March 24, 2010

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Junxure
CRM Software
 

Good product

1 of 2 people found the following review helpful
Useful
Overall rating: 
 
 3.9
Company :
 
 4.0
Software Support :
 
 5.0
Investment Tracking :
 
 3.0
Insurance Tracking :
 
 3.0
Workflow Management :
 
 4.0
Productivity :
 
 5.0
Client Portal :
 
 4.0
Integration :
 
 3.0
Security :
 
 4.0
Pricing:
 
 4.0
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benjwa Reviewed by benjwa
February 18, 2010

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