Reviews written by robl516

3 results - showing 1 - 3  
 
 
MoneyGuidePro
Financial Planning
robl516robl516   November 16, 2009
Overall rating 
 
 
3.1
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
3.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
2.0
Estate Planning 
 
 
2.0

MG Pro

I would recommend this program.

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PortfolioCenter
Portfolio Management
robl516robl516   November 16, 2009
Overall rating 
 
 
3.5
Company 
 
 
4.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Portfolio Center

I have been using the program since its DOS days (it;s been a while.) I have no need to change.

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Microsoft Outlook
CRM Software
robl516robl516   November 16, 2009
Overall rating 
 
 
2.5
Company  
 
 
4.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
1.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
4.0
Security  
 
 
3.0
Pricing 
 
 
3.0

Good system for calender/contacts. However not a great CRM

I guess the saying... "you get what you pay for" is fitting!

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3 results - showing 1 - 3