Reviews written by polarbear
| 90 results - showing 51 - 75 | 1 2 3 4 | Results per page: |
Year-End Tax Moves For 2010 (Event)
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Continuity Planning For Advisors (Event)
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excellent - REALLY useful + practical + actionable information on a critical aspect of running my firm.
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Time Management For Advisors (Event)
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Setting Up A New Advisory Firm (Event)
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Roth IRA: Beyond The Basics (Event)
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always amazing!
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Financial Services Reform Update (Event)
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wish I could get a better feel for "how" to begin to offer MFO type services to my higher end (say over $10MM) clients to act as more glue in maintaining the client relationship? Steve Berman
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Advisor Compliance Update (Event)
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This was one of the most important learning hours in my professional life as an advisor. The new SEC regulatory environment is now so much more complex and scary that just trying to get one's arms around the new regs seems like an almost impossible task. Chris made it a bit more understandable today. For that - I owe him a big thank you. Steve Berman
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Document Management For New RIAs (Event)
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Excellent.
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Scary but important to hear information that (at least for me) as an RIA has been unavailable before and even better - actionable information to help me better comply with my firm privacy responsibilities.
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don't agree with the premis of the webinar that tactical asset allocation - market timing over the long run in the real world just does NOT work!
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Roth IRA Conversion Techniques (Event)
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Portfolio Management
the industry standard in portfolio accounting software
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1 of 1 people found the following review helpful
I used to use Captools Pro for 18 years. Was very hard to learn but (in its latest iteration) had wonderful customization - especially for reporting. But it had NO integration with other software and most importantly (for me) had no cloud based solution (like a service bureau). I switched to Portfoliocenter - hosted through BOSS about 2 years ago. I now have a cloud based OUTSOURCED portfolio management software solution which was mission critical for my firm's needs and a software solution that now easily integrates with my CRM (Redtail) and Financial Planning (MoneyguidePro) - which saves a whole bunch of time. The reports look ANCIENT and give one really terrible customization. I hear it is supposed to get better with new software updates. Promises - promises! But it is the industry standard and I have little concern that the firm will go out of business - which would put my firm in harms way. Always had that worry with Captools and then saw it with Techfi. As it is so popular a software solution, it creates a big market for outsourcers as well - giving competative choices for outsourcers - which is always a good thing for advisors.
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Financial Planning
intuative, powerful, and client friendly financial planning software
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Used to use Moneytree. Switched to Moneyguidepro several years ago and haven't looked back. Very intuative and easy to use. Clients seem to find reports intuative and easy to understand as well. As a cloud based solution, it is easy to use for client virtual planning meetings. It also takes all the hassle out of maintaining and backing up the software and gives you an instant strong business continuity for your financial planning.
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CRM Software
decent and very inexpensive CRM with lots of connectivity to other software
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1 of 1 people found the following review helpful
used Junxure before. was overkill for small office. was looking for a cloud based CRM solution. Redtail fit the bill. Been using for a couple of years now and the program has evolved for the better.
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The Q&A (again!) was incredible. What I learned about trust protector being able to materially change estate plan AFTER death with proper trust language and powers was mind blowing - given the current state of flux in the estate tax universe. But this piece of info would have been invaluable to know in any potential future scenario. This seminar was really PRACTICAL and USEFUL! Thank you.
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| 90 results - showing 51 - 75 | 1 2 3 4 | Results per page: |
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