Reviews written by williams610

5 results - showing 1 - 5 Results per page:
 
Morningstar Office
Portfolio Management
 

Morningstar Office

0 of 0 people found the following review helpful
They recently did a large update that coincided with the end of a quarter that was very poorley thought out. It had many glitches and was problematical.Massive calls to support resulted in very long hold times for service and support just when users most needed the software to run reports and process trades for their business.This hurt my abillity to run my business.
Overall rating: 
 
 3.0
Company:
 
 3.0
Technology Support:
 
 3.0
Reconcilliation:
 
 4.0
Financial Institution Interfaces:
 
 4.0
Reports:
 
 4.0
Fixed Income:
 
 2.0
Tax Lot Accounting:
 
 3.0
Trading:
 
 2.0
Integrations:
 
 2.0
Security:
 
 3.0
Hosting:
 
 4.0
Pricing:
 
 2.0
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williams610 Reviewed by williams610
March 23, 2012

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Harold Evensky On What's New In Wealth Management (Event)
 

0 of 0 people found the following review helpful
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Rating:
 
 3.0
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williams610 Reviewed by williams610
July 29, 2011

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Last updated: July 29, 2011
 
MoneyGuidePro
Financial Planning
 

MGP good value

0 of 0 people found the following review helpful
I like it
Overall rating: 
 
 3.0
Company :
 
 4.0
Interface :
 
 3.0
Integration :
 
 3.0
Pricing :
 
 4.0
Monte Carlo Simulation :
 
 3.0
Taxes :
 
 2.0
Asset Allocation :
 
 3.0
LTC-College Planning :
 
 2.0
Estate Planning:
 
 3.0
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williams610 Reviewed by williams610
April 27, 2010

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Redtail CRM
CRM Software
 

not bad

0 of 0 people found the following review helpful
I could use training to help me with this
Overall rating: 
 
 3.1
Company :
 
 4.0
Software Support :
 
 3.0
Investment Tracking :
 
 3.0
Insurance Tracking :
 
 2.0
Workflow Management :
 
 2.0
Productivity :
 
 3.0
Client Portal :
 
 3.0
Integration :
 
 3.0
Security :
 
 4.0
Pricing:
 
 4.0
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williams610 Reviewed by williams610
March 02, 2010

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New Opportunities For Advisors In 401ks (Event)
 

0 of 0 people found the following review helpful
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Rating:
 
 5.0
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williams610 Reviewed by williams610
February 26, 2010

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Last updated: February 26, 2010
 
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