Reviews written by ramkolluri

3 results - showing 1 - 3 Results per page:
 
The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now (Event)
 

0 of 0 people found the following review helpful
Timely, good starting point discussion, thought provoking.
Rating:
 
 5.0
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ramkolluri Reviewed by ramkolluri
January 13, 2012

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Last updated: January 13, 2012
 
MoneyGuidePro
Financial Planning
 

Good software at a reasonable price

0 of 0 people found the following review helpful
Should be part of any practice
Overall rating: 
 
 4.0
Company :
 
 4.0
Interface :
 
 4.0
Integration :
 
 4.0
Pricing :
 
 4.0
Monte Carlo Simulation :
 
 4.0
Taxes :
 
 4.0
Asset Allocation :
 
 4.0
LTC-College Planning :
 
 4.0
Estate Planning:
 
 4.0
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ramkolluri Reviewed by ramkolluri
April 09, 2010

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Advent Axys
Portfolio Management
 

Known Devil ...

0 of 0 people found the following review helpful
I worked with this software since 1990. It is mission critical to our work and we hate migration to another software.
Overall rating: 
 
 2.8
Company:
 
 1.0
Technology Support:
 
 3.0
Reconcilliation:
 
 3.0
Financial Institution Interfaces:
 
 3.0
Reports:
 
 3.0
Fixed Income:
 
 3.0
Tax Lot Accounting:
 
 4.0
Trading:
 
 3.0
Integrations:
 
 3.0
Security:
 
 3.0
Hosting:
 
 2.0
Pricing:
 
 2.0
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ramkolluri Reviewed by ramkolluri
April 09, 2010

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3 results - showing 1 - 3
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