Reviews written by johng610

7 results - showing 1 - 7  
 
 
johng610johng610   August 19, 2010
(Updated: August 19, 2010)
Rating 
 
 
5.0

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johng610johng610   July 22, 2010
(Updated: July 22, 2010)
Rating 
 
 
4.0

Mark was very knowedgeable. In spite of delivering a message owners of an RIA would not like to hear; he seemd quite believable.

Portfolio Management
johng610johng610   May 26, 2010
Overall rating 
 
 
3.3
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
2.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
4.0

Axyx is a robust reporting system>

We are swithing from Axys to APX.

Financial Planning
johng610johng610   May 21, 2010
Overall rating 
 
 
3.2
Company 
 
 
3.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Cheshire was relatively easy to use and the output is client friendly.

We are new users of Cheshire. We are satisfied with the program so far.

CRM Software
johng610johng610   February 08, 2010
Overall rating 
 
 
2.7
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
2.0
Productivity  
 
 
3.0
Client Portal  
 
 
3.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
3.0

a good tool for email and caliendar management

It is an important tool for industry electronic communication.

johng610johng610   February 06, 2010
Rating 
 
 
5.0

Excellent presentaion!

Bob's presentation was very thorough. It forced me to consider many other factors when giving advice about a Roth IRA conversion.

johng610johng610   February 04, 2010
(Updated: February 04, 2010)
Rating 
 
 
4.0

excellent...Bob was very understandable..this was an excellent presentation

7 results - showing 1 - 7