Reviews written by WWA4ME

23 results - showing 1 - 23  
 
 
WWA4MEWWA4ME   May 27, 2020
Rating 
 
 
5.0

Misleading topic - Low-expense portfolios were just an aside. I've seen the spreadsheet before, was looking for something new.

WWA4MEWWA4ME   January 08, 2020
Rating 
 
 
9.0

Very complex topic. Thanks for tackling

WWA4MEWWA4ME   July 08, 2019
Rating 
 
 
5.0

Interesting perspective. New information and way of looking at economy and investing.

WWA4MEWWA4ME   February 22, 2017
(Updated: February 22, 2017)
Rating 
 
 
4.0

Great discussion points with clients. tough choices to make in not skimping in the early years yet still having enough to not run out of money.

WWA4MEWWA4ME   February 07, 2017
(Updated: February 07, 2017)
Rating 
 
 
5.0

Lots of food for thought. I've never really trusted outcomes and we re-run plans on a regular basis.

WWA4MEWWA4ME   September 20, 2016
(Updated: September 20, 2016)
Rating 
 
 
4.0
WWA4MEWWA4ME   May 17, 2016
(Updated: May 17, 2016)
Rating 
 
 
4.0
WWA4MEWWA4ME   April 07, 2016
(Updated: April 07, 2016)
Rating 
 
 
3.0

Overwhelming

WWA4MEWWA4ME   March 30, 2016
(Updated: March 30, 2016)
Rating 
 
 
4.0
WWA4MEWWA4ME   February 16, 2016
(Updated: February 16, 2016)
Rating 
 
 
4.0
WWA4MEWWA4ME   January 28, 2016
(Updated: January 28, 2016)
Rating 
 
 
4.0

Good refresher

WWA4MEWWA4ME   January 20, 2016
(Updated: January 20, 2016)
Rating 
 
 
4.0

Always pick up a new nugget of information

WWA4MEWWA4ME   October 28, 2015
(Updated: October 28, 2015)
Rating 
 
 
3.0

I like the tax implications, but the investment risks were glossed over. I think it makes sense to try to locate asset classes and do that with current portfolios....

WWA4MEWWA4ME   July 23, 2015
(Updated: July 23, 2015)
Rating 
 
 
5.0

Very thought provoking. He also had a couple of slides that really put things into perspective in terms of services being offered and risk management.

WWA4MEWWA4ME   July 21, 2015
(Updated: July 21, 2015)
Rating 
 
 
5.0

Starting to get beyond what I am interested in tackling for myself. I'll have to play and see if I can apply what was covered. I just want one team...

WWA4MEWWA4ME   May 19, 2015
(Updated: May 19, 2015)
Rating 
 
 
4.0
WWA4MEWWA4ME   December 30, 2011
Rating 
 
 
5.0

Glad I stumbled Across this

Perfect timing for me - getting organized is on my year end priority list and this made a whole lot of sense. I just subscribed to Evernote and was looking...

CRM Software
WWA4MEWWA4ME   May 01, 2010
Overall rating 
 
 
3.0
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
2.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Good at what it Does

We have used ProTracker for about 2 years and I am in the process of reevaluating our CRM. I am looking at web-based applications as well as re-evaluating Junxure. Junxure...

WWA4MEWWA4ME   November 30, 2009
Rating 
 
 
5.0

Awesome event.

Lots of great tips for researching prospects and just doing searches in general. It is a little creepy in some ways to have that much data available. I have encourage...

WWA4MEWWA4ME   November 30, 2009
Rating 
 
 
4.0

Sobering Information

Raises issues surounding personal information. We have one client in MA and I wanted information around the new rules. This webinar answered my questions and gave me more food for...

Account Aggregation
WWA4MEWWA4ME   November 30, 2009
Overall rating 
 
 
3.4
Breadth Of Data Aggregated 
 
 
4.0
Advisor Dashboard 
 
 
4.0
Client Dashboard 
 
 
4.0
Overall Data Quality 
 
 
4.0
Investment Data Quality 
 
 
4.0
Bank Account And Other Asset Data Quality 
 
 
4.0
Insurance Policy Data Quality 
 
 
3.0
Credit Card Data Quality 
 
 
4.0
Other Liabilities Data Quality 
 
 
3.0
Portfolio Accounting Integration 
 
 
2.0
Financial Planning Integration 
 
 
5.0
CRM Integration 
 
 
3.0
Data Scrubbing 
 
 
3.0
Security 
 
 
3.0
Training 
 
 
2.0
Support 
 
 
3.0
Pricing 
 
 
2.0

Works well inside Money Guide Pro

We have used for about a year and have had few problems. When we do have problems we interface with Money Guide Pro. They keep adding links to new institutions....

Financial Planning
WWA4MEWWA4ME   November 30, 2009
Overall rating 
 
 
4.1
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
5.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
5.0

Love MGP!

I know it is not perfect, but suits my needs and my younger planning-only clients love working with it. It allows me to deliver cost effective planning to clients outside...

23 results - showing 1 - 23