Reviews written by fynney1

3 results - showing 1 - 3  
 
 
Albridge Solutions
Portfolio Management
fynney1fynney1   September 25, 2010
Overall rating 
 
 
2.8
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
2.0
Trading 
 
 
2.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
1.0

Meets expectations

I have not been impressed, but the discount negociated by the BD caused me to not look at the other options!

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MoneyGuidePro
Financial Planning
fynney1fynney1   September 25, 2010
Overall rating 
 
 
3.6
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
5.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
1.0
Estate Planning 
 
 
3.0

Great value for goal-based application

I LIKE MGPro!

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Redtail CRM
CRM Software
fynney1fynney1   September 25, 2010
Overall rating 
 
 
3.0
Company  
 
 
4.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
2.0
Productivity  
 
 
2.0
Client Portal  
 
 
1.0
Integration  
 
 
3.0
Security  
 
 
4.0
Pricing 
 
 
5.0

Adequate for small office looking for lower cost value, but is a bit slow

If a "1" is entered, it is due to no experience in that area - interpret as "not applicable"

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3 results - showing 1 - 3