Reviews written by jeanner336

13 results - showing 1 - 13  
 
 
jeanner336jeanner336   September 06, 2012
(Updated: September 06, 2012)
Rating 
 
4.0

-

jeanner336jeanner336   July 11, 2011
(Updated: July 11, 2011)
Rating 
 
4.0

Very Good

jeanner336jeanner336   July 07, 2011
(Updated: July 07, 2011)
Rating 
 
2.0

-

jeanner336jeanner336   April 07, 2011
(Updated: April 07, 2011)
Rating 
 
3.0

-

jeanner336jeanner336   January 20, 2011
(Updated: January 20, 2011)
Rating 
 
4.0

-

jeanner336jeanner336   March 04, 2010
(Updated: March 04, 2010)
Rating 
 
4.0

-

jeanner336jeanner336   February 18, 2010
(Updated: February 18, 2010)
Rating 
 
4.0

End it on time.

Financial Planning
jeanner336jeanner336   November 11, 2009
Overall rating 
 
4.0
Company 
 
5.0
Interface 
 
4.0
Integration 
 
3.0
Pricing 
 
4.0
Monte Carlo Simulation 
 
4.0
Taxes 
 
4.0
Asset Allocation 
 
3.0
LTC-College Planning 
 
4.0
Estate Planning 
 
5.0

Naviplan Review

May want to use another planning software for quick retirement planning calculations.

Portfolio Management
jeanner336jeanner336   November 11, 2009
Overall rating 
 
4.2
Company 
 
5.0
Technology Support 
 
5.0
Reconcilliation 
 
5.0
Financial Institution Interfaces 
 
5.0
Reports 
 
4.0
Fixed Income 
 
4.0
Tax Lot Accounting 
 
3.0
Trading 
 
3.0
Integrations 
 
4.0
Security 
 
4.0
Hosting 
 
4.0
Pricing 
 
4.0

Portfolio Center Review

Would recommend to any advisor.

jeanner336jeanner336   October 29, 2009
(Updated: October 29, 2009)
Rating 
 
5.0

Great webinar. The best one that I've seen from Advisor Products.

CRM Software
jeanner336jeanner336   October 25, 2009
Overall rating 
 
4.9
Company  
 
5.0
Software Support  
 
5.0
Investment Tracking  
 
5.0
Insurance Tracking  
 
5.0
Workflow Management  
 
5.0
Productivity  
 
5.0
Client Portal  
 
4.0
Integration  
 
5.0
Security  
 
5.0
Pricing 
 
5.0

Junxure is the best CRM software on the market.

Best CRM product for financial advisors.

jeanner336jeanner336   October 15, 2009
(Updated: October 15, 2009)
Rating 
 
4.0

-

jeanner336jeanner336   October 08, 2009
(Updated: October 08, 2009)
Rating 
 
4.0

Speakers were hard to hear at the beginning of the webinar.

13 results - showing 1 - 13  
 
 

 

We're the right news and professional education solution for you if you’re a fiduciary who:

 

--  holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually  

--  likes Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

--  relies on economic fundamentals

--  broadly diversifies a core of client portfolios in low-expense funds

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  wants thought leadership when bad news breaks 

 

A4A courses, accredited by the CFP Board, IWI, and NASBA, power a special brand of independent financial advice. We also leverage the Web to benefit consumers as well as fiduciaries enrolled in our classes.

 

 

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