Reviews written by stevef513

9 results - showing 1 - 9

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A New Approach To Estate Planning (Event)

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Rating:

4.0

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Reviewed by stevef513
October 29, 2010

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Last updated: October 29, 2010

Creating Financial Plans Based On Economic Scenarios (Event)

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Outstanding. Thanks to Andrew and A4A for continuing to bring such thought leaders to these webinars

Rating:

5.0

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Reviewed by stevef513
October 08, 2010

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Last updated: October 08, 2010

Year-End Tax Moves For 2010 (Event)

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Rating:

4.0

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Reviewed by stevef513
October 01, 2010

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Last updated: October 01, 2010

MoneyGuidePro

Financial Planning

Interesting approach- I like the principles. Can be cumbersome to use.

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Overall rating:		3.2
Company :		4.0
Interface :		3.0
Integration :		5.0
Pricing :		3.0
Monte Carlo Simulation :		3.0
Taxes :		1.0
Asset Allocation :		2.0
LTC-College Planning :		4.0
Estate Planning:		4.0

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Reviewed by stevef513
June 04, 2010

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Advisor Compliance Update (Event)

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Rating:

4.0

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Reviewed by stevef513
April 16, 2010

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Last updated: April 16, 2010

Microsoft Outlook

CRM Software

Good general purpose tool but not CRM and not Financial service specific

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give me a break

Overall rating:		2.3
Company :		2.0
Software Support :		2.0
Investment Tracking :		1.0
Insurance Tracking :		1.0
Workflow Management :		3.0
Productivity :		4.0
Client Portal :		1.0
Integration :		3.0
Security :		3.0
Pricing:		3.0