Reviews written by Jeff Weiand

Tax-Efficient Retirement Income And Portfolio Drawdown Techniques

Webinars

Jeff Weiand June 28, 2016
(Updated: June 28, 2016)

4.0
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2015 Asset-Class Performance Versus 5-, 10-, and 15-Year Periods

Webinars

Jeff Weiand January 27, 2016
(Updated: January 27, 2016)

4.0
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Fritz Meyer's 4Q2015 Roundup (2 CPE credits)

Webinars

Jeff Weiand January 11, 2016
(Updated: January 11, 2016)

4.0
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Informative - several take aways with regards to this crazy economy, Thank you.

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Tax-Aware Investing: Best Practices For IA Reps

Webinars

Jeff Weiand October 28, 2015
(Updated: October 28, 2015)

4.0
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Solid, once again

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A New Credential For Investment Fiduciaries From A Founding Father Of The Fiduciary Movement

Webinars

Jeff Weiand October 13, 2011
(Updated: October 13, 2011)

5.0
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-

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The History Of Manager Due Diligence And Where We Went Wrong

Webinars

Jeff Weiand February 10, 2011
(Updated: February 10, 2011)

3.0
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-

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iRebal

Rebalancing

Jeff Weiand November 03, 2010

Overall rating

4.6

Trading Features

5.0

Reporting

3.0

Managing For Tax Efficiency

5.0

Household Rebalancing

5.0

Tax Loss Harvesting

5.0

Trade Order Reconcilliation

5.0

Integrations

4.0

Security

5.0

Training

4.0

Support

5.0

Pricing

5.0

iRebal has had a major impact on many facets of our business - ALL POSITIVE!

We were one of the early adopters - I think the six user signed up give or take. We were very skeptical at first since there was no way...

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Collaborating With Estate Planning Attorneys

Webinars

Jeff Weiand August 05, 2010
(Updated: August 05, 2010)

3.0
Average Attendee Rating
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interesting, I would like to know more about the referral program

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PortfolioCenter

Portfolio Management

Jeff Weiand November 18, 2009

Overall rating

3.8

Company

4.0

Technology Support

4.0

Reconcilliation

4.0

Financial Institution Interfaces

4.0

Reports

4.0

Fixed Income

4.0

Tax Lot Accounting

4.0

Trading

3.0

Integrations

4.0

Security

4.0

Hosting

2.0

Pricing

4.0

Stepping up their game !!

A solid value, with increasing flexibility and a strong customer support staff.

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MoneyGuidePro

Financial Planning

Jeff Weiand November 11, 2009

Overall rating

3.2

Company

4.0

Interface

3.0

Integration

3.0

Pricing

4.0

Monte Carlo Simulation

4.0

Taxes

2.0

Asset Allocation

3.0

LTC-College Planning

4.0

Estate Planning

2.0

A great financial planning tool !

Every upgrade so far has been fantastic. Keep up the great work MGP!

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Junxure

CRM Software

Jeff Weiand November 02, 2009

Overall rating

4.3

Company

5.0

Software Support

5.0

Investment Tracking

3.0

Insurance Tracking

3.0

Workflow Management

5.0

Productivity

5.0

Client Portal

4.0

Integration

4.0

Security

5.0

Pricing

4.0

Very pleased!

VERY PLEASED! - You need some discipline to implement, but it's worth it.

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