Reviews written by Jeff Weiand

12 results - showing 1 - 12  
 
 
Jeff WeiandJeff Weiand   June 28, 2016
(Updated: June 28, 2016)
4.0
Average Attendee Rating
Poor Average Excellent
Jeff WeiandJeff Weiand   January 27, 2016
(Updated: January 27, 2016)
4.0
Average Attendee Rating
Poor Average Excellent
Jeff WeiandJeff Weiand   January 11, 2016
(Updated: January 11, 2016)
4.0
Average Attendee Rating
Poor Average Excellent

Informative - several take aways with regards to this crazy economy, Thank you.

Jeff WeiandJeff Weiand   October 28, 2015
(Updated: October 28, 2015)
4.0
Average Attendee Rating
Poor Average Excellent

Solid, once again

Jeff WeiandJeff Weiand   October 13, 2011
(Updated: October 13, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

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Jeff WeiandJeff Weiand   February 10, 2011
(Updated: February 10, 2011)
3.0
Average Attendee Rating
Poor Average Excellent

-

Rebalancing
Jeff WeiandJeff Weiand   November 03, 2010
Overall rating 
 
 
4.6
Trading Features 
 
 
5.0
Reporting 
 
 
3.0
Managing For Tax Efficiency 
 
 
5.0
Household Rebalancing 
 
 
5.0
Tax Loss Harvesting 
 
 
5.0
Trade Order Reconcilliation 
 
 
5.0
Integrations 
 
 
4.0
Security 
 
 
5.0
Training 
 
 
4.0
Support 
 
 
5.0
Pricing 
 
 
5.0

iRebal has had a major impact on many facets of our business - ALL POSITIVE!

We were one of the early adopters - I think the six user signed up give or take. We were very skeptical at first since there was no way...

Jeff WeiandJeff Weiand   August 05, 2010
(Updated: August 05, 2010)
3.0
Average Attendee Rating
Poor Average Excellent

interesting, I would like to know more about the referral program

Portfolio Management
Jeff WeiandJeff Weiand   November 18, 2009
Overall rating 
 
 
3.8
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
2.0
Pricing 
 
 
4.0

Stepping up their game !!

A solid value, with increasing flexibility and a strong customer support staff.

Financial Planning
Jeff WeiandJeff Weiand   November 11, 2009
Overall rating 
 
 
3.2
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
3.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
2.0

A great financial planning tool !

Every upgrade so far has been fantastic. Keep up the great work MGP!

CRM Software
Jeff WeiandJeff Weiand   November 02, 2009
Overall rating 
 
 
4.3
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
4.0
Integration  
 
 
4.0
Security  
 
 
5.0
Pricing 
 
 
4.0

Very pleased!

VERY PLEASED! - You need some discipline to implement, but it's worth it.

12 results - showing 1 - 12