Reviews written by janad310

Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2011

Webinars

janad310 December 12, 2011
(Updated: December 12, 2011)

4.0
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Fritz Meyer's Economic Update And Investment Outlook For October 2011

Webinars

janad310 October 10, 2011
(Updated: October 10, 2011)

5.0
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August 2011 Economy Update From Fritz Meyer

Webinars

janad310 August 08, 2011
(Updated: August 08, 2011)

4.0
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Crucial Concepts In Prudent Asset Allocation

Webinars

janad310 May 12, 2011
(Updated: May 12, 2011)

5.0
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Very good. It would be nice to have a follow up to go into more depth some of the topics he discussed.

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Operational Technology Tips For Advisors

Webinars

janad310 April 28, 2011
(Updated: April 28, 2011)

3.0
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Modern Portfolio Theory Is Alive And Well And Here's How To Use It Right Now

Webinars

janad310 February 17, 2011
(Updated: February 17, 2011)

4.0
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Year-End Tax Moves For 2010

Webinars

janad310 September 30, 2010
(Updated: September 30, 2010)

3.0
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Was hoping for more advanced information. But ok overall

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Data Security Product Recommendations

Webinars

janad310 June 17, 2010
(Updated: June 17, 2010)

5.0
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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.

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Roth IRA: Beyond The Basics

Webinars

janad310 June 10, 2010
(Updated: June 10, 2010)

4.0
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Appointing A Trust Protector To Improve Estate Plans

Webinars

janad310 June 03, 2010
(Updated: June 03, 2010)

4.0
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ETFs: The Good, Bad and Misunderstood

Webinars

janad310 February 18, 2010
(Updated: February 18, 2010)

4.0
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Secure Hardware For Advisors

Webinars

janad310 December 03, 2009
(Updated: December 03, 2009)

4.0
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Power Advisor

Portfolio Management

janad310 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.

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Privacy Law, Data Security And Financial Advisors

Webinars

janad310 November 19, 2009
(Updated: November 19, 2009)

4.0
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ACT

CRM Software

janad310 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....

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Golden Years

Financial Planning

janad310 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...

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2010 Compliance Planning For RIAs

Webinars

janad310 October 29, 2009
(Updated: October 29, 2009)

5.0
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2010 Business Planning

Webinars

janad310 October 15, 2009
(Updated: October 15, 2009)

5.0
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Investment Tax Management: Turn Clients' Biggest Expense Into An Opportunity

Webinars

janad310 May 14, 2009
(Updated: May 14, 2009)

4.0
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