Reviews written by bgawthrop

2 results - showing 1 - 2  
 
 
MoneyGuidePro
Financial Planning
bgawthropbgawthrop   September 29, 2010
Overall rating 
 
 
3.8
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
2.0

Great Tool unless Cash-Flow or Estate Planning Plays Big Part in Engagement

MGP is great for clients whose main concern is financial independence.

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Junxure
CRM Software
bgawthropbgawthrop   September 26, 2010
Overall rating 
 
 
3.2
Company  
 
 
5.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
2.0
Productivity  
 
 
2.0
Client Portal  
 
 
3.0
Integration  
 
 
3.0
Security  
 
 
4.0
Pricing 
 
 
3.0

Lots of features but the database structure & gui are less than impressive

We don't use the client portal, so I gave it 3 stars because I was required to rank every category.

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2 results - showing 1 - 2