Reviews written by Colorado

19 results - showing 1 - 19  
 
 
ColoradoColorado   October 13, 2020
9.0
Average Attendee Rating
Poor Average Excellent

Very helpful

ColoradoColorado   May 09, 2013
(Updated: May 09, 2013)
3.0
Average Attendee Rating
Poor Average Excellent

I don't feel like there is enough "science" here.

ColoradoColorado   April 25, 2013
(Updated: April 25, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

good comparative information

ColoradoColorado   July 12, 2012
(Updated: July 12, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

-

ColoradoColorado   July 12, 2012
(Updated: July 12, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

-

ColoradoColorado   June 28, 2012
(Updated: June 28, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Amazing. Every advisor who gets frustrated from time to time needs to at least consider Rick's point of view.

ColoradoColorado   March 15, 2012
(Updated: March 15, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

It was very good. I would love to listen to it again as a replay.

ColoradoColorado   January 12, 2012
(Updated: January 12, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

Very helpful, still need more direction.

ColoradoColorado   December 01, 2011
(Updated: December 01, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

This was a great topic, and as we approach year end communications, it was very timely.

ColoradoColorado   May 12, 2011
(Updated: May 12, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Admit to not following the very very end of this one, but did get a lot out of the Target Fund discussion

ColoradoColorado   December 16, 2010
(Updated: December 16, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

Very good, I know that you don't want to make this an advertisement for their firms, but I wouldn't mind ending the webinar with a short spot from each of...

ColoradoColorado   November 11, 2010
(Updated: November 11, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

informative, will definitely motivate me to get this done professionally

Portfolio Management
ColoradoColorado   May 17, 2010
Overall rating 
 
 
3.9
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Best available reporting software we've found

The process of converting historical client data from the Advent format was long and challenging, but once it was complete, things have worked very well. The importing, reconciliation, and...

ColoradoColorado   December 10, 2009
(Updated: December 10, 2009)
3.0
Average Attendee Rating
Poor Average Excellent

It was pretty good, I guess I am a little hung up on the price, and it would have been good to have more explanation of what you get for...

Financial Planning
ColoradoColorado   November 06, 2009
Overall rating 
 
 
3.5
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
2.0
Estate Planning 
 
 
3.0

Good basic planning software for those near or in retirement

This continues to be the simple financial planning software we use, but we are exploring other modules and competing products

CRM Software
ColoradoColorado   November 06, 2009
Overall rating 
 
 
3.7
Company  
 
 
4.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
4.0
Productivity  
 
 
5.0
Client Portal  
 
 
3.0
Integration  
 
 
4.0
Security  
 
 
3.0
Pricing 
 
 
3.0

The most complete, easy to use CRM we've worked with.

There are lots of changes going on in CRM, and Junxure seems to be doing a good job keeping up. We love the fact that we can manage our...

ColoradoColorado   October 29, 2009
(Updated: October 29, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

This one was fantastic

ColoradoColorado   April 09, 2009
(Updated: April 09, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

More time for Q&A

19 results - showing 1 - 19