Reviews written by johnscherer
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Really good insight into the current political climate, and how both sides of the aisle skew facts to fit their agenda. Nice to real information as clients get anxious...
5.0 |
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As always from Fritz, useful information that we can use directly to communicate with clients.
5.0 |
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I always get one or two key communication items I can use with clients when listening to Fritz' webinars.
5.0 |
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Good content and red-flags to look out for to help clients save money on taxes.
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Very good, just trying to fit too much into the time allotted.
Financial Planning
johnscherer
January 21, 2011
Overall rating
3.8
Company
5.0
Interface
5.0
Integration
2.0
Pricing
4.0
Monte Carlo Simulation
3.0
Taxes
4.0
Asset Allocation
5.0
LTC-College Planning
3.0
Estate Planning
3.0
Good software at a good price
I'd recommend MGP for any RIA.
CRM Software
johnscherer
May 19, 2010
Overall rating
2.2
Company
3.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
4.0
Productivity
3.0
Client Portal
1.0
Integration
1.0
Security
1.0
Pricing
5.0
A good basic CRM system
It does what we need it to at a reasonable price. Improvements over the past few years have been helpful. We found a consultant who specialized in ACT,...
