Reviews written by PlanMan
4.0 |
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Audio was poor.
4.0 |
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Financial Planning
PlanMan
December 02, 2013
Overall rating
4.2
Company
5.0
Interface
5.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
2.0
Asset Allocation
4.0
LTC-College Planning
3.0
Estate Planning
4.0
MGP
Have been a user since the beginning...over 10 years
4.0 |
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Webinars
4.0 |
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Good information
4.0 |
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Well done but the newbie advisor to the 401k plan business would struggle some with parts of the presentation. Perhaps these programs should indicate some level of proficiency that the...
CRM Software
PlanMan
June 11, 2010
Overall rating
3.0
Company
3.0
Software Support
3.0
Investment Tracking
2.0
Insurance Tracking
2.0
Workflow Management
4.0
Productivity
4.0
Client Portal
3.0
Integration
2.0
Security
4.0
Pricing
3.0
Fair at best
NA
Webinars
5.0 |
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Outstanding - handouts were useful and detailed...well done.
4.0 |
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5.0 |
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