Reviews written by michaelg973
10 results - showing 1 - 10
Financial Planning
michaelg973
March 16, 2011
Overall rating
2.8
Company
3.0
Interface
1.0
Integration
1.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
NaviPlan is Average
NaviPlan is average
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Webinars
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
It was very timely and the topic was interesting to me.
CRM Software
michaelg973
November 02, 2009
Overall rating
2.8
Company
3.0
Software Support
3.0
Investment Tracking
1.0
Insurance Tracking
3.0
Workflow Management
4.0
Productivity
4.0
Client Portal
1.0
Integration
2.0
Security
4.0
Pricing
3.0
I Recommend this product
There are some very good features associated with Act! and then there are some difficult to use features. The difficult features has limited our usage of the program....
Account Aggregation
michaelg973
November 02, 2009
Overall rating
1.0
Breadth Of Data Aggregated
1.0
Advisor Dashboard
1.0
Client Dashboard
1.0
Overall Data Quality
1.0
Investment Data Quality
1.0
Bank Account And Other Asset Data Quality
1.0
Insurance Policy Data Quality
1.0
Credit Card Data Quality
1.0
Other Liabilities Data Quality
1.0
Portfolio Accounting Integration
1.0
Financial Planning Integration
1.0
CRM Integration
1.0
Data Scrubbing
1.0
Security
1.0
Training
1.0
Support
1.0
Pricing
1.0
Very Poor Product
We do not recommend this product at all.
Webinars
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
10 results - showing 1 - 10
