Reviews written by michaels0330
8 results - showing 1 - 8
Portfolio Management
michaels0330
May 17, 2011
Overall rating
4.4
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
3.0
Integrations
4.0
Security
5.0
Hosting
4.0
Pricing
4.0
Good, not yet great, integrated back office system
Office makes a solid back-office contribution. Other separate programs may well do a better job at their specialty, but for a smaller firm, MStar Office gets the job done at...
Portfolio Management
michaels0330
February 17, 2010
Overall rating
3.9
Company
5.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
2.0
Reports
3.0
Fixed Income
4.0
Tax Lot Accounting
5.0
Trading
4.0
Integrations
3.0
Security
5.0
Hosting
4.0
Pricing
4.0
Good portfolio accounting system, but could use more flexibility
Integrating non-Schwab portfolio information (e.g., outside annuities, etc.) is nearly impossible (even though the program supposedly is able to accomplish this). As a result, overall usability is diminished. Reports are...
Financial Planning
michaels0330
February 16, 2010
Overall rating
3.9
Company
5.0
Interface
5.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
3.0
Estate Planning
3.0
Great Financial Planning program; good for client interaction
MGP is a goal-oriented program, which I prefer. Once a record is created, it's pretty easy to build a profile. MGP integrates nicely with Junxure and does a good job...
Webinars
5.0 |
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Webinars
4.0 |
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4.0 |
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Webinars
4.0 |
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CRM Software
michaels0330
November 09, 2009
Overall rating
3.8
Company
4.0
Software Support
4.0
Investment Tracking
4.0
Insurance Tracking
3.0
Workflow Management
4.0
Productivity
4.0
Client Portal
4.0
Integration
3.0
Security
5.0
Pricing
3.0
Great CRM - especially for large offices (which we are not).
We are still learning how to get the most out of Junxure. Great program. A bit overkill for us at this point (three-person office). May be more than we need....
8 results - showing 1 - 8
