Reviews written by juanros

3 results - showing 1 - 3  
 
 
With A Correction Upon Us, Fritz Meyer Economic And Investment Update; February 2014
Webinars
juanrosjuanros   February 10, 2014
(Updated: February 10, 2014)
5.0
Average Attendee Rating
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Great stuff - very thorough!

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Junxure
CRM Software
juanrosjuanros   December 27, 2013
Overall rating 
 
 
3.9
Company  
 
 
5.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
2.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Junxure is an outstanding CRM solution!

We love Junxure. When we migrated to it from another system, it was like learning a new language. You need someone to be the dedicated Junxure point person...

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MoneyGuidePro
Financial Planning
juanrosjuanros   April 30, 2013
Overall rating 
 
 
4.2
Company 
 
 
5.0
Interface 
 
 
3.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
5.0
Asset Allocation 
 
 
5.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
3.0

Very comprehensive product - sometimes intimidating in its complexity

We use it to create net worth statements and for the occasional Monte Carlo. We are open to other products that might fit better with our planning process....

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3 results - showing 1 - 3