Reviews written by RJRall
3.0 |
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Good info..but too much...shorten it
2.0 |
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Numbers of RIAs and growth in assets was not was I was expecting based upon the title of the seminar. Pure data, not a lot of useful info....
4.0 |
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4.0 |
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4.0 |
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Good info on value we can add for our clients.
4.0 |
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timely in today's world...thanks
4.0 |
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pretty technical, but I guess it had to be with the subject matter
3.0 |
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good information, just presented in a monotone
RJRall
February 05, 2010
Easy to use and good presentation to clients.
I switched to MoneyGuide Pro about a year and a half ago and find it the most user friendly planning program for both the advisor and client.
RJRall
February 05, 2010
decent, inexpensive option for small firms, but not without problems
There have been several issues I have experienced over the years that were supposed to be fixed in future updates. I believe it's been two years since the last...
4.0 |
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no specific ideas...good job
RJRall
January 26, 2010
Very comprehensive, almost too comprehensive for smaller offices.
I have used the program for about 8 years. As a small firm, it is more than I need, but having evaluated some of the other offerings out there,...
4.0 |
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