Reviews written by chriss919

3 results - showing 1 - 3  
 
 
Financial Planning
chriss919chriss919   September 24, 2011
Overall rating 
 
 
3.6
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
5.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
2.0

Overall, excellent product. Estate planning could use improvement

Overall, excellent product. Estate planning could use improvement. An option for asset allocation by account would be extremely helpful.

chriss919chriss919   June 02, 2011
(Updated: June 02, 2011)
3.0
Average Attendee Rating
Poor Average Excellent

Given the depth of knowledge (apparently) required to get up to speed to use Camtasia and other tools, I think a session that focused more on HOW advisors might use...

chriss919chriss919   April 28, 2011
(Updated: April 28, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

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3 results - showing 1 - 3