Reviews written by cfp4me
4 results - showing 1 - 4
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Great ideas in concept. Not as much meat and potatoes (specifics) although I'm not sure how you would do that anyway. Very good overall
Financial Planning
cfp4me
April 09, 2010
Overall rating
4.2
Company
4.0
Interface
5.0
Integration
4.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
A simply awesome web-based financial planning software tool to use with clients.
In the financial planning software realm, there is always a trade off between complexity-simplicity and power (usefulness). In most cases that are not exorbitantly complex, Finance Logix finds the...
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
This is one of many strategies that I think advisors should be up to speed on. Thomas is a bit dry and intellectual - and I don't agree that...
CRM Software
cfp4me
February 26, 2010
Overall rating
3.4
Company
4.0
Software Support
4.0
Investment Tracking
2.0
Insurance Tracking
2.0
Workflow Management
4.0
Productivity
4.0
Client Portal
4.0
Integration
4.0
Security
5.0
Pricing
1.0
Decent Product - a bit pricey. Has powerful options
Decent Product - a bit pricey. Has powerful options
4 results - showing 1 - 4
