Reviews written by taylorf919
6 results - showing 1 - 6
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Webinars
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Financial Planning
taylorf919
November 16, 2009
Overall rating
4.1
Company
5.0
Interface
5.0
Integration
5.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
4.0
Great Planning Tool!
We switched over from Financial Profiles to MGP, and I can honestly say we'll never go back! MGP allows you the flexibility to customize plans however you like, and allows...
Portfolio Management
taylorf919
November 16, 2009
Overall rating
2.5
Company
3.0
Technology Support
2.0
Reconcilliation
3.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
2.0
Tax Lot Accounting
2.0
Trading
1.0
Integrations
2.0
Security
3.0
Hosting
2.0
Pricing
2.0
Customizable and clean reporting system- more good than bad.
This system works fairly well, but I have some problems with the tax-lot accounting methods and the way they calculate returns. The reports are fairly easy for clients to understand,...
CRM Software
taylorf919
November 16, 2009
Overall rating
3.4
Company
4.0
Software Support
4.0
Investment Tracking
2.0
Insurance Tracking
1.0
Workflow Management
5.0
Productivity
5.0
Client Portal
2.0
Integration
3.0
Security
5.0
Pricing
3.0
Junxure has worked very well for us, though we haven't leveraged it's full potential.
Highly recommended!
Webinars
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
6 results - showing 1 - 6
