Reviews written by mitchellkeil

9 results - showing 1 - 9  
 
 
mitchellkeilmitchellkeil   September 08, 2014
(Updated: September 08, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

As Always it goes much longer that expected. I had to leave as a result. Please try to adhere to the one hour limit.

mitchellkeilmitchellkeil   February 10, 2014
(Updated: February 10, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

Always find Fritz a clear concise speaker.

mitchellkeilmitchellkeil   July 08, 2013
(Updated: July 08, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

Always invaluable info and insights.

mitchellkeilmitchellkeil   June 10, 2013
(Updated: June 10, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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Financial Planning
mitchellkeilmitchellkeil   March 14, 2013
Overall rating 
 
 
3.5
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
3.0

Comprehensive and always breaking new ground in its developement as a premier planning tool

Comprehensive and always breaking new ground in its developement as a premier planning tool. I'll fill in more when I have time.

mitchellkeilmitchellkeil   May 17, 2012
(Updated: May 17, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Less andy more Wade

CRM Software
mitchellkeilmitchellkeil   October 21, 2010
Overall rating 
 
 
2.7
Company  
 
 
2.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
4.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
1.0
Integration  
 
 
2.0
Security  
 
 
2.0
Pricing 
 
 
3.0

Updated Review: Too many problems with this software

See The Bad section.

Portfolio Management
mitchellkeilmitchellkeil   April 20, 2010
Overall rating 
 
 
3.8
Company 
 
 
5.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
5.0
Fixed Income 
 
 
5.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
3.0
Integrations 
 
 
2.0
Security 
 
 
5.0
Hosting 
 
 
2.0
Pricing 
 
 
1.0

A Better Mousetrap

The only thing I missed putting above is the ongoing effort of MS to create a robust financial planning tool integrated into the Advisor Workstation. The current tool is woefully...

CRM Software
mitchellkeilmitchellkeil   March 29, 2010
Overall rating 
 
 
3.4
Company  
 
 
3.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
4.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
1.0
Integration  
 
 
4.0
Security  
 
 
3.0
Pricing 
 
 
3.0

For those overwhelmed by Junxure-i Protracker is the solution

I have been using Protracker for about 6 months now and find it a very robust tool for managing my office and clients. Because I am a one man operation...

9 results - showing 1 - 9