Reviews written by janad310

19 results - showing 1 - 19  
 
 
janad310janad310   December 12, 2011
(Updated: December 12, 2011)
Rating 
 
 
4.0

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janad310janad310   October 10, 2011
(Updated: October 10, 2011)
Rating 
 
 
5.0

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janad310janad310   August 08, 2011
(Updated: August 08, 2011)
Rating 
 
 
4.0

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janad310janad310   May 12, 2011
(Updated: May 12, 2011)
Rating 
 
 
5.0

Very good. It would be nice to have a follow up to go into more depth some of the topics he discussed.

janad310janad310   April 28, 2011
(Updated: April 28, 2011)
Rating 
 
 
3.0

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janad310janad310   February 17, 2011
(Updated: February 17, 2011)
Rating 
 
 
4.0

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janad310janad310   September 30, 2010
(Updated: September 30, 2010)
Rating 
 
 
3.0

Was hoping for more advanced information. But ok overall

janad310janad310   June 17, 2010
(Updated: June 17, 2010)
Rating 
 
 
5.0

This was a much needed webinar for me. Thought Brian did an excellent job and would have stayed on even longer if he had more information.

janad310janad310   June 10, 2010
(Updated: June 10, 2010)
Rating 
 
 
4.0

-

janad310janad310   June 03, 2010
(Updated: June 03, 2010)
Rating 
 
 
4.0

-

janad310janad310   February 18, 2010
(Updated: February 18, 2010)
Rating 
 
 
4.0

-

janad310janad310   December 03, 2009
(Updated: December 03, 2009)
Rating 
 
 
4.0

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Portfolio Management
janad310janad310   November 23, 2009
Overall rating 
 
 
3.1
Company 
 
 
4.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
1.0
Integrations 
 
 
1.0
Security 
 
 
3.0
Hosting 
 
 
1.0
Pricing 
 
 
4.0

PowerAdvisor from Cornerstone Review

Cornerstone continues to make improvements to their product and they're technical service crew are patient and knowledgeable.

janad310janad310   November 19, 2009
(Updated: November 19, 2009)
Rating 
 
 
4.0

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ACT
CRM Software
janad310janad310   November 19, 2009
Overall rating 
 
 
2.0
Company  
 
 
3.0
Software Support  
 
 
1.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
1.0
Pricing 
 
 
3.0

act 2009 review

A vital part of how we run the office, but with lack of tech support and newer products, I would not be surprised to find us considering OTHER products....

Financial Planning
janad310janad310   November 03, 2009
Overall rating 
 
 
3.3
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
3.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
1.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Flexibility for many levels of client needs

The more I learn about this product the more I enjoy working with it. It has several layers that can build out a very complex plan but also allows...

janad310janad310   October 29, 2009
(Updated: October 29, 2009)
Rating 
 
 
5.0

-

janad310janad310   October 15, 2009
(Updated: October 15, 2009)
Rating 
 
 
5.0

-

janad310janad310   May 14, 2009
(Updated: May 14, 2009)
Rating 
 
 
4.0

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19 results - showing 1 - 19