Reviews written by njcfp

22 results - showing 1 - 22  
 
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For April 2012
Webinars
njcfpnjcfp   April 09, 2012
(Updated: April 09, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

-

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Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals
Webinars
njcfpnjcfp   March 08, 2012
(Updated: March 08, 2012)
5.0
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-

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Crucial Concepts In Prudent Asset Allocation
Webinars
njcfpnjcfp   May 12, 2011
(Updated: May 12, 2011)
4.0
Average Attendee Rating
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-

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New Law Means Advisors Must Battle Client Indifference To Estate Planning
Webinars
njcfpnjcfp   January 27, 2011
(Updated: January 27, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

-

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The New Form ADV Part 2
Webinars
njcfpnjcfp   November 11, 2010
(Updated: November 11, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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Creating Financial Plans Based On Economic Scenarios
Webinars
njcfpnjcfp   October 07, 2010
(Updated: October 07, 2010)
5.0
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Interesting.

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Cost-Effective Rebalancing To Improve After-Tax Returns & Client Satisfaction
Webinars
njcfpnjcfp   September 15, 2010
(Updated: September 15, 2010)
4.0
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Sin Stocks Are A Blessing In A Difficult Market
Webinars
njcfpnjcfp   September 08, 2010
(Updated: September 08, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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Collaborating With Estate Planning Attorneys
Webinars
njcfpnjcfp   August 05, 2010
(Updated: August 05, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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Financial Planning Outsourcing To Deepen Client Relationships
Webinars
njcfpnjcfp   May 19, 2010
(Updated: May 19, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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Financial Services Reform Update
Webinars
njcfpnjcfp   May 06, 2010
(Updated: May 06, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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Advisor Compliance Update
Webinars
njcfpnjcfp   April 15, 2010
(Updated: April 15, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

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PortfolioCenter
Portfolio Management
njcfpnjcfp   April 14, 2010
Overall rating 
 
 
4.8
Company 
 
 
5.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
5.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
5.0

Good and Getting Better. Integrates with Just about everything.

N/A

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How To Talk To Clients In A Post-Crisis World
Webinars
njcfpnjcfp   March 18, 2010
(Updated: March 18, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

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Tactical Asset Allocation In Today's Market
Webinars
njcfpnjcfp   March 04, 2010
(Updated: March 04, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent

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A Roundup Of Leading Advisor CRM Systems
Webinars
njcfpnjcfp   February 11, 2010
(Updated: February 11, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

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ProTracker
CRM Software
njcfpnjcfp   January 12, 2010
Overall rating 
 
 
2.1
Company  
 
 
4.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
2.0
Productivity  
 
 
2.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
2.0
Pricing 
 
 
3.0

Ok...not great.

Would use something else if starting from scratch.

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NaviPlan Extended
Financial Planning
njcfpnjcfp   November 02, 2009
Overall rating 
 
 
3.5
Company 
 
 
3.0
Interface 
 
 
3.0
Integration 
 
 
3.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
5.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Lots of quirks, but still probably the best comprehensive software out there.

Have grave concerns over "forced" migration to online version of software. We use custome designed output almost exclusively, and the online version would prevent us from doing so. ...

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Preparing For The Worst: Managing Your Clients In A Bear Market
Webinars
njcfpnjcfp   July 16, 2009
(Updated: July 16, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

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Life Planning And The Financial Crisis
Webinars
njcfpnjcfp   May 21, 2009
(Updated: May 21, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

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Increasing Operational Efficiency
Webinars
njcfpnjcfp   April 23, 2009
(Updated: April 23, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

-

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22 results - showing 1 - 22