Reviews written by chriss919

MoneyGuidePro

Financial Planning

chriss919 September 24, 2011

Overall rating

3.6

Company

4.0

Interface

4.0

Integration

5.0

Pricing

4.0

Monte Carlo Simulation

4.0

Taxes

3.0

Asset Allocation

3.0

LTC-College Planning

3.0

Estate Planning

2.0

Overall, excellent product. Estate planning could use improvement

Overall, excellent product. Estate planning could use improvement. An option for asset allocation by account would be extremely helpful.

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How Financial Advisors Can Create Video Demos Marketing Their Services

Webinars

chriss919 June 02, 2011
(Updated: June 02, 2011)

3.0
Average Attendee Rating
Poor	Average	Excellent

Given the depth of knowledge (apparently) required to get up to speed to use Camtasia and other tools, I think a session that focused more on HOW advisors might use...

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Operational Technology Tips For Advisors

Webinars

chriss919 April 28, 2011
(Updated: April 28, 2011)

4.0
Average Attendee Rating
Poor	Average	Excellent

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