Reviews written by dillonm
3 results - showing 1 - 3
Portfolio Management
dillonm
January 18, 2011
Overall rating
3.8
Company
5.0
Technology Support
3.0
Reconcilliation
4.0
Financial Institution Interfaces
5.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
2.0
Integrations
4.0
Security
4.0
Hosting
3.0
Pricing
3.0
Orion is a great system
Just realize it is work to utilize a pm tool in your practice.
Financial Planning
dillonm
January 11, 2011
Overall rating
3.6
Company
4.0
Interface
4.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
2.0
LTC-College Planning
5.0
Estate Planning
3.0
Best planning tool available to RIA's
I highly recommend MGP to any RIA who wants to do a great job quantifying financial goals for clients.
CRM Software
dillonm
March 15, 2010
Overall rating
3.1
Company
4.0
Software Support
3.0
Investment Tracking
2.0
Insurance Tracking
2.0
Workflow Management
1.0
Productivity
4.0
Client Portal
1.0
Integration
4.0
Security
5.0
Pricing
5.0
Good CRM for the money, but could use improvement in some areas
Will continue to use the product.
3 results - showing 1 - 3
