Reviews written by tpmarcinek2011

9 results - showing 1 - 9  
 
 
Year-End Tax Planning For Financial Advisors
Webinars
tpmarcinek2011tpmarcinek2011   October 27, 2011
(Updated: October 27, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

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Orion Advisor Services
Portfolio Management
tpmarcinek2011tpmarcinek2011   August 09, 2011
Overall rating 
 
 
4.6
Company 
 
 
5.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
5.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
3.0

Superior

Overall, a great product. If you want a complete package of great reporting, billing, trading, and all of the other miscellaneous investment back office support, you should call them...

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Building A Better Balanced Portfolio
Webinars
tpmarcinek2011tpmarcinek2011   April 07, 2011
(Updated: April 07, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

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Redtail CRM
CRM Software
tpmarcinek2011tpmarcinek2011   August 23, 2010
Overall rating 
 
 
3.9
Company  
 
 
4.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
4.0
Insurance Tracking  
 
 
4.0
Workflow Management  
 
 
2.0
Productivity  
 
 
4.0
Client Portal  
 
 
3.0
Integration  
 
 
5.0
Security  
 
 
5.0
Pricing 
 
 
5.0

Redtail - Can be great - very few shortcomings

I believe that Redtail meets all of the needs for an Advisor CRM. The only downside is the use of the software as a productivity tool for members of...

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Lock In Loyalty With Continuous Client Service
Webinars
tpmarcinek2011tpmarcinek2011   July 29, 2010
(Updated: July 29, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

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Evaluating RIA Business Models
Webinars
tpmarcinek2011tpmarcinek2011   January 20, 2010
(Updated: January 20, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

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MoneyGuidePro
Financial Planning
tpmarcinek2011tpmarcinek2011   November 02, 2009
Overall rating 
 
 
4.3
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
5.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

MGP - Best planning software

Love the integration and it works into our technology plan perfectly as it is another web-based program and it interfaces with our other programs.

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Albridge Solutions
Portfolio Management
tpmarcinek2011tpmarcinek2011   November 02, 2009
Overall rating 
 
 
4.2
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
1.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
1.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
4.0

Albridge - Great solution for web-based PMS with great integration

We are very pleased with the software! Our firm also utilizes their fee billing function which saves a huge amount of time.

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2010 Compliance Planning For RIAs
Webinars
tpmarcinek2011tpmarcinek2011   October 29, 2009
(Updated: October 29, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

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9 results - showing 1 - 9