Reviews written by RJRall

13 results - showing 1 - 13  
 
 
RJRallRJRall   June 06, 2011
(Updated: June 06, 2011)
Rating 
 
 
3.0

Good info..but too much...shorten it

RJRallRJRall   March 24, 2011
(Updated: March 24, 2011)
Rating 
 
 
2.0

Numbers of RIAs and growth in assets was not was I was expecting based upon the title of the seminar. Pure data, not a lot of useful info....

RJRallRJRall   February 24, 2011
(Updated: February 24, 2011)
Rating 
 
 
4.0

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RJRallRJRall   November 18, 2010
(Updated: November 18, 2010)
Rating 
 
 
4.0

-

RJRallRJRall   September 30, 2010
(Updated: September 30, 2010)
Rating 
 
 
4.0

Good info on value we can add for our clients.

RJRallRJRall   July 08, 2010
(Updated: July 08, 2010)
Rating 
 
 
4.0

timely in today's world...thanks

RJRallRJRall   April 15, 2010
(Updated: April 15, 2010)
Rating 
 
 
4.0

pretty technical, but I guess it had to be with the subject matter

RJRallRJRall   February 18, 2010
(Updated: February 18, 2010)
Rating 
 
 
3.0

good information, just presented in a monotone

Financial Planning
RJRallRJRall   February 05, 2010
Overall rating 
 
 
3.8
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Easy to use and good presentation to clients.

I switched to MoneyGuide Pro about a year and a half ago and find it the most user friendly planning program for both the advisor and client.

Portfolio Management
RJRallRJRall   February 05, 2010
Overall rating 
 
 
2.8
Company 
 
 
2.0
Technology Support 
 
 
2.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
2.0
Trading 
 
 
2.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
2.0
Pricing 
 
 
4.0

decent, inexpensive option for small firms, but not without problems

There have been several issues I have experienced over the years that were supposed to be fixed in future updates. I believe it's been two years since the last...

RJRallRJRall   February 04, 2010
(Updated: February 04, 2010)
Rating 
 
 
4.0

no specific ideas...good job

CRM Software
RJRallRJRall   January 26, 2010
Overall rating 
 
 
3.9
Company  
 
 
4.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
5.0
Productivity  
 
 
4.0
Client Portal  
 
 
3.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Very comprehensive, almost too comprehensive for smaller offices.

I have used the program for about 8 years. As a small firm, it is more than I need, but having evaluated some of the other offerings out there,...

RJRallRJRall   April 09, 2009
(Updated: April 09, 2009)
Rating 
 
 
4.0

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13 results - showing 1 - 13