Reviews written by taylorf919

6 results - showing 1 - 6 Results per page:
 
ETFs: The Good, Bad and Misunderstood (Event)
 

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Rating:
 
 4.0
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taylorf919 Reviewed by taylorf919
February 19, 2010

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Last updated: February 19, 2010
 
Secure Hardware For Advisors (Event)
 

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Rating:
 
 5.0
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taylorf919 Reviewed by taylorf919
December 04, 2009

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Last updated: December 04, 2009
 
MoneyGuidePro
Financial Planning
 

Great Planning Tool!

0 of 0 people found the following review helpful
We switched over from Financial Profiles to MGP, and I can honestly say we'll never go back! MGP allows you the flexibility to customize plans however you like, and allows you to present to the client in a myriad of ways.
Financial Planning obviously deals with several years, and is never set in stone.
MGP realizes this and helps the planner walk clients through life by breaking down their goals into "wants" and "needs". Very, very impressive program.
Also, all of the updates provided have really moved the program FORWARD- not sideways. I get the feeling that MGP really takes their job seriously and wants to put the best and most innovative product out there!
Overall rating: 
 
 4.1
Company :
 
 5.0
Interface :
 
 5.0
Integration :
 
 5.0
Pricing :
 
 4.0
Monte Carlo Simulation :
 
 4.0
Taxes :
 
 3.0
Asset Allocation :
 
 3.0
LTC-College Planning :
 
 4.0
Estate Planning:
 
 4.0
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taylorf919 Reviewed by taylorf919
November 16, 2009

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Albridge Solutions
Portfolio Management
 

Customizable and clean reporting system- more good than bad.

0 of 0 people found the following review helpful
This system works fairly well, but I have some problems with the tax-lot accounting methods and the way they calculate returns. The reports are fairly easy for clients to understand, and don't get too technical. The graphs are nice, but I echo the sentiment below that Albridge not differentiating between "Non-Classified" and "Other" is ridiculous.
The presentations haven't been updated in years, and although I don't know what other systems charge I feel Albridge is too expensive for what we get from it.
Overall rating: 
 
 2.5
Company:
 
 3.0
Technology Support:
 
 2.0
Reconcilliation:
 
 3.0
Financial Institution Interfaces:
 
 4.0
Reports:
 
 4.0
Fixed Income:
 
 2.0
Tax Lot Accounting:
 
 2.0
Trading:
 
 1.0
Integrations:
 
 2.0
Security:
 
 3.0
Hosting:
 
 2.0
Pricing:
 
 2.0
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taylorf919 Reviewed by taylorf919
November 16, 2009

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Junxure
CRM Software
 

Junxure has worked very well for us, though we haven't leveraged it's full potential.

0 of 0 people found the following review helpful
Highly recommended!
Overall rating: 
 
 3.4
Company :
 
 4.0
Software Support :
 
 4.0
Investment Tracking :
 
 2.0
Insurance Tracking :
 
 1.0
Workflow Management :
 
 5.0
Productivity :
 
 5.0
Client Portal :
 
 2.0
Integration :
 
 3.0
Security :
 
 5.0
Pricing:
 
 3.0
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taylorf919 Reviewed by taylorf919
November 16, 2009

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Embedding Processes In Your CRM (Event)
 

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Rating:
 
 4.0
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taylorf919 Reviewed by taylorf919
November 06, 2009

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Last updated: November 06, 2009
 
6 results - showing 1 - 6
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