Reviews written by Jay Hutchins
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Financial Planning
Jay Hutchins
February 26, 2010
Overall rating
3.8
Company
5.0
Interface
5.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
2.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Easy top pick for our multi-advisor firm
None.
5.0 |
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Sensational amount of information packed into an hour. Great job with the questions at the end of the program, Andy. They were delivered clearly, and you moved the...
CRM Software
Jay Hutchins
February 15, 2010
Overall rating
2.8
Company
2.0
Software Support
3.0
Investment Tracking
2.0
Insurance Tracking
3.0
Workflow Management
4.0
Productivity
3.0
Client Portal
2.0
Integration
3.0
Security
5.0
Pricing
1.0
Great for the larger firm; over-kill for smaller ones
Unless you can assign one individual to spend several hours every day maintaining the system (and if lots of data entry required, a full-time position), you will likely pay many...
5.0 |
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Excellent presentation
5.0 |
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5.0 |
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Less chat from Andrew
5.0 |
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4.0 |
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