Reviews written by michaeld207

12 results - showing 1 - 12  
 
 
AssetBook
Portfolio Management
michaeld207michaeld207   February 25, 2013
Overall rating 
 
 
4.0
Company 
 
 
4.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
5.0
Hosting 
 
 
3.0
Pricing 
 
 
4.0

Don't know how I got by without it

Very happy with the decision to engage services

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Monthly Economic Update And Investment Outlook From Fritz Meyer For April 2012
Webinars
michaeld207michaeld207   April 09, 2012
(Updated: April 09, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

-

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Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2011
Webinars
michaeld207michaeld207   December 12, 2011
(Updated: December 12, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Very good. Love to here a good fact based perspective

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Harold Evensky On What's New In Wealth Management
Webinars
michaeld207michaeld207   July 28, 2011
(Updated: July 28, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Harold is a true thought leader in our field and I appreciate you having him on!

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June 2011 Economy Update From Fritz Meyer
Webinars
michaeld207michaeld207   June 06, 2011
(Updated: June 06, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Great info. Clear and positive versus confusing and negative (what our clients see through mass media)

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MoneyGuidePro
Financial Planning
michaeld207michaeld207   July 20, 2010
Overall rating 
 
 
4.1
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
3.0

Popular and keeps getting better

Pretty straightforward program produced nice exhibits. I don't use super solve because I don't want a program making the trade-off decsions. Playing with the what if's is fun....

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How To Talk To Clients In A Post-Crisis World
Webinars
michaeld207michaeld207   March 18, 2010
(Updated: March 18, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Big Mitch Anthony fan. Thanks for running this

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ACT
CRM Software
michaeld207michaeld207   February 09, 2010
Overall rating 
 
 
2.1
Company  
 
 
3.0
Software Support  
 
 
1.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
2.0
Pricing 
 
 
5.0

Low price to start but a constant struggle with no support unless you pay lots

We spend a lot of time dealing with ACT issues.

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Preparing For The Worst: Managing Your Clients In A Bear Market
Webinars
michaeld207michaeld207   July 16, 2009
(Updated: July 16, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

-

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Life Planning And The Financial Crisis
Webinars
michaeld207michaeld207   May 21, 2009
(Updated: May 21, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

-

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Twitter For Advisors
Webinars
michaeld207michaeld207   May 07, 2009
(Updated: May 07, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

This is a great overview. I was curious and learned a lot. Twitter is big enough to do a series or beginer, intermediate, and advanced webinars.

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After The Fall: Asset Allocation And Rebalancing
Webinars
michaeld207michaeld207   April 09, 2009
(Updated: April 09, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

-

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12 results - showing 1 - 12