Reviews written by robfin

Monthly Economic Update And Investment Outlook From Fritz Meyer For September 2012

Webinars

robfin September 10, 2012
(Updated: September 10, 2012)

5.0
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Fritz is outstanding. Subscribe to his slides. Shouldn't have checked a box for Andy-brain fart.

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Year End Income Tax Planning

Webinars

robfin September 06, 2012
(Updated: September 06, 2012)

5.0
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Bob Keebler is absolutely tops.

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Monthly Economic Update And Investment Outlook From Fritz Meyer For August 2012

Webinars

robfin August 13, 2012
(Updated: August 13, 2012)

5.0
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Excellent information.

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Understanding The 3.8% Excise Tax

Webinars

robfin August 02, 2012
(Updated: August 02, 2012)

5.0
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Outstanding!

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Monthly Economic Update And Investment Outlook From Fritz Meyer For July 2012

Webinars

robfin July 09, 2012
(Updated: July 09, 2012)

5.0
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Excellent webinar-one of the best. Andy added value too with his questions. Well done all around.

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The Answer For Today's RIAs Is Active Management, Says Successful RIA-Owner Ken Solow

Webinars

robfin May 31, 2012
(Updated: May 31, 2012)

5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For May 2012

Webinars

robfin May 07, 2012
(Updated: May 07, 2012)

5.0
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-

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Monthly Economic Update And Investment Outlook From Fritz Meyer For April 2012

Webinars

robfin April 09, 2012
(Updated: April 09, 2012)

5.0
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excellent. very informative.

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Time Management For Investment Advisors

Webinars

robfin March 15, 2012
(Updated: March 15, 2012)

5.0
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good succinct tips. appreciated it.

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Success Factors Driving Top Advisory Firms

Webinars

robfin February 24, 2011
(Updated: February 24, 2011)

5.0
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Great content & delivery but rushed. Wished it could've been divided into 2 or 3 presentations.

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The Sky Isn't The Limit, You Are! Creating New Habits For 2011

Webinars

robfin November 18, 2010
(Updated: November 18, 2010)

5.0
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Thought it was very stimulating. Leveraging our behavior and time offers a huge opportunity for most of us.

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PortfolioCenter

Portfolio Management

robfin February 05, 2010

Overall rating

4.7

Company

5.0

Technology Support

5.0

Reconcilliation

5.0

Financial Institution Interfaces

5.0

Reports

5.0

Fixed Income

5.0

Tax Lot Accounting

5.0

Trading

4.0

Integrations

5.0

Security

4.0

Hosting

4.0

Pricing

4.0

A solid portfolio accounting system that keeps getting better.

I'm familiar with many competing products, but I would certainly "re-purchase" PC again. Probably the only reason I would consider moving to another portfolio accounting system was if I determined...

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MoneyGuidePro

Financial Planning

robfin February 05, 2010

Overall rating

4.3

Company

5.0

Interface

4.0

Integration

5.0

Pricing

5.0

Monte Carlo Simulation

4.0

Taxes

3.0

Asset Allocation

4.0

LTC-College Planning

5.0

Estate Planning

4.0

Great choice for many planners in my view.

MGP is probably an excellent good choice for many planners.

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Junxure

CRM Software

robfin February 05, 2010

Overall rating

3.7

Company

3.0

Software Support

4.0

Investment Tracking

3.0

Insurance Tracking

3.0

Workflow Management

5.0

Productivity

4.0

Client Portal

5.0

Integration

4.0

Security

4.0

Pricing

2.0

Perhaps better system for large firms.

Depending on your firm and its focus could be tremendous choice or an overly time-consuming expensive choice that is effectively over-kill.

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The New Estate Planning Landscape

Webinars

robfin January 28, 2010
(Updated: January 28, 2010)

5.0
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One of the very best yet.

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Preparing For The Worst: Managing Your Clients In A Bear Market

Webinars

robfin July 16, 2009
(Updated: July 16, 2009)

5.0
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-

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Preparing For The Worst: Managing Your Clients In A Bear Market

Webinars

robfin July 16, 2009
(Updated: July 16, 2009)

5.0
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excellent. very informative.

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