Reviews written by peytonh607

2 results - showing 1 - 2  
 
 
Golden Years
Financial Planning
peytonh607peytonh607   May 26, 2011
Overall rating 
 
 
3.8
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

I like Golden Years for cash-flow retirement planning

I wish it were on the cloud, but overall I like the program

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ProTracker
CRM Software
peytonh607peytonh607   January 11, 2010
Overall rating 
 
 
3.1
Company  
 
 
5.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Built by an advisor for advisors- very salient to a fee-only practice

I haven't worked with a lot of CRM's, but the Protracker product is certainly made for an advisory practice wishing to document and track client relationships.

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2 results - showing 1 - 2