Reviews written by rpgplanner

6 results - showing 1 - 6  
 
 
Year-End Tax Planning Strategies For 2014
Webinars
rpgplannerrpgplanner   September 11, 2014
(Updated: September 11, 2014)
4.0
Average Attendee Rating
Poor Average Excellent

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Ensure Great Execution Through SMART Goals And Key Performance Indicators
Webinars
rpgplannerrpgplanner   July 31, 2014
(Updated: July 31, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

-

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PortfolioCenter
Portfolio Management
rpgplannerrpgplanner   November 06, 2011
Overall rating 
 
 
3.7
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
2.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Solid

No Problems

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NaviPlan Extended
Financial Planning
rpgplannerrpgplanner   May 29, 2010
Overall rating 
 
 
3.8
Company 
 
 
3.0
Interface 
 
 
3.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
5.0
Estate Planning 
 
 
5.0

Above Average

Above average but they aren't interested in the smaller firm.

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Eight Strategic Steps To Grow Your Advisory Firm
Webinars
rpgplannerrpgplanner   March 25, 2010
(Updated: March 25, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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Junxure
CRM Software
rpgplannerrpgplanner   February 17, 2010
Overall rating 
 
 
3.2
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
3.0
Productivity  
 
 
4.0
Client Portal  
 
 
3.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
3.0

Reiview

Good software.

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6 results - showing 1 - 6