Reviews written by JakePlanner
5.0 |
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This research about more asset classes is vital. Clients come to my firm NOT aware of REITs and TIPS and Natural Resources. Yes, my (and Craig's)...
5.0 |
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Webinars
4.0 |
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4.0 |
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4.0 |
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Good topic.
Webinars
4.0 |
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Do it again every year.
Portfolio Management
JakePlanner
February 03, 2010
Overall rating
2.4
Company
1.0
Technology Support
1.0
Reconcilliation
4.0
Financial Institution Interfaces
3.0
Reports
4.0
Fixed Income
1.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
2.0
Security
4.0
Hosting
2.0
Pricing
1.0
Overpriced
Leaves a big hole for other vendors to drive through.
Financial Planning
JakePlanner
February 03, 2010
Overall rating
3.2
Company
1.0
Interface
4.0
Integration
1.0
Pricing
1.0
Monte Carlo Simulation
5.0
Taxes
3.0
Asset Allocation
5.0
LTC-College Planning
4.0
Estate Planning
5.0
The Gold Standard
Like all software vendors, MGP still needs to work better with a CRM and Portfolio Management/Trading Rebalancing Software.
CRM Software
JakePlanner
February 03, 2010
Overall rating
4.6
Company
5.0
Software Support
4.0
Investment Tracking
4.0
Insurance Tracking
5.0
Workflow Management
5.0
Productivity
5.0
Client Portal
5.0
Integration
4.0
Security
5.0
Pricing
4.0
Getting better all the time
Must fill in.
3.0 |
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Again, Mike you seem a good ol boy. Again, though, again, you can be hard to follow, again. Cause, again, you say "again" hundreds of...
