Reviews written by michaels0330

8 results - showing 1 - 8  
 
 
Portfolio Management
michaels0330michaels0330   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
michaels0330michaels0330   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
michaels0330michaels0330   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...

michaels0330michaels0330   February 04, 2010
(Updated: February 04, 2010)
Rating 
 
 
5.0

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michaels0330michaels0330   December 03, 2009
(Updated: December 03, 2009)
Rating 
 
 
4.0

-

michaels0330michaels0330   November 19, 2009
(Updated: November 19, 2009)
Rating 
 
 
4.0

-

michaels0330michaels0330   November 12, 2009
(Updated: November 12, 2009)
Rating 
 
 
4.0

-

CRM Software
michaels0330michaels0330   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