Reviews written by Gregory Matthews

3 results - showing 1 - 3  
 
 
MoneyGuidePro
Financial Planning
Gregory MatthewsGregory Matthews   May 19, 2010
Overall rating 
 
 
4.1
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
5.0
Estate Planning 
 
 
3.0

Very nice planning software. Easy to use with meaningful output

Very nice planning software. Easy to use with meaningful output

Read Review Comments (0)
Redtail CRM
CRM Software
Gregory MatthewsGregory Matthews   February 08, 2010
Overall rating 
 
 
3.7
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
4.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
5.0
Productivity  
 
 
3.0
Client Portal  
 
 
4.0
Integration  
 
 
5.0
Security  
 
 
5.0
Pricing 
 
 
4.0

Solid but needs better letter merging interface

Good but some small enhancements would make it great.

Read Review Comments (0)
Roth IRA Conversion Techniques
Webinars
Gregory MatthewsGregory Matthews   February 04, 2010
(Updated: February 04, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

fantastic

Read Review Comments (0)
3 results - showing 1 - 3