Reviews written by wneubauer
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Financial Planning
wneubauer
November 25, 2013
Overall rating
5.0
Company
5.0
Interface
5.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
5.0
Asset Allocation
5.0
LTC-College Planning
5.0
Estate Planning
5.0
Simple and Intuitive
Cloud based software allows regular updates and MGP uses this ability to constantly improve the software.
CRM Software
wneubauer
April 25, 2010
Overall rating
2.5
Company
3.0
Software Support
3.0
Investment Tracking
2.0
Insurance Tracking
2.0
Workflow Management
3.0
Productivity
2.0
Client Portal
1.0
Integration
2.0
Security
2.0
Pricing
5.0
Moving away from ACT4Advisors
Looking at cloud based systems that integrate with AP client portals.
Portfolio Management
wneubauer
February 25, 2010
Overall rating
4.1
Company
5.0
Technology Support
5.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
4.0
Trading
4.0
Integrations
5.0
Security
4.0
Hosting
4.0
Pricing
3.0
Good system, but could use simpler and cleaner reports
Easy to use, but would like to see availability of comparative benchmark indexes integrated into the platform and cleaner, simpler reports.
