Reviews written by Joel Shaps
9 results - showing 1 - 9
4.0 |
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Too long
Webinars
4.0 |
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4.0 |
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4.0 |
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5.0 |
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Excellent content
4.0 |
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A great deal of information but will refer back to the slides
Financial Planning
Joel Shaps
February 16, 2010
Overall rating
3.9
Company
4.0
Interface
5.0
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
eMoney is the best combined goal based and cash flow based FP software we have found
The software works and clients understand the outputs. Great interface with Fidelity for account daily downloads.
CRM Software
Joel Shaps
February 16, 2010
Overall rating
2.7
Company
3.0
Software Support
2.0
Investment Tracking
2.0
Insurance Tracking
2.0
Workflow Management
4.0
Productivity
4.0
Client Portal
1.0
Integration
2.0
Security
3.0
Pricing
4.0
Protracker works for for client contract tracking and workflow
Not intuitive
3.0 |
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Too long
9 results - showing 1 - 9
