Reviews written by jblakey
4 results - showing 1 - 4
Portfolio Management
jblakey
January 07, 2010
Overall rating
3.6
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
2.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
3.0
Great program, layout and graphics in reports need updating.
I think other reviewers have covered most of the good and bad related to the program.
Financial Planning
jblakey
December 24, 2009
Overall rating
4.3
Company
5.0
Interface
4.0
Integration
5.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
5.0
Estate Planning
5.0
Clients are Giddy
MoneyGuide Pro only has one step left and they will have the perfect program. They need to visually guide the client through the choices they are having to make. For...
CRM Software
jblakey
December 24, 2009
Overall rating
2.3
Company
4.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
3.0
Productivity
3.0
Client Portal
1.0
Integration
1.0
Security
3.0
Pricing
4.0
It think it works in the right hands
Have used Act, Advisors Assistant and Redtail. Everytime i leave a vendor i go back to outlook.
CRM Software
jblakey
December 24, 2009
Overall rating
2.9
Company
4.0
Software Support
4.0
Investment Tracking
2.0
Insurance Tracking
3.0
Workflow Management
3.0
Productivity
3.0
Client Portal
1.0
Integration
3.0
Security
3.0
Pricing
3.0
Redtail works -- However we are switching back to Outlook
Read other posts. Thanks
4 results - showing 1 - 4
