Reviews written by thefeeonlyplanner

2 results - showing 1 - 2  
 
 
Silver Financial Planner
Financial Planning
thefeeonlyplannerthefeeonlyplanner   February 24, 2010
Overall rating 
 
 
3.7
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

A real gem!

I use it for retirement analyses and do not use all the bells and whistles (not many) this software has. I switched from Money Guide Pro because it added way...

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Advisors Assistant
CRM Software
thefeeonlyplannerthefeeonlyplanner   February 24, 2010
Overall rating 
 
 
3.5
Company  
 
 
5.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
4.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
4.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
5.0

For Value Oriented Advisors this could be the perfect fit!

So far so good...to be continued:-)

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2 results - showing 1 - 2