Reviews written by williams610

5 results - showing 1 - 5  
 
 
Morningstar Office
Portfolio Management
williams610williams610   March 23, 2012
Overall rating 
 
 
3.0
Company 
 
 
3.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
2.0
Integrations 
 
 
2.0
Security 
 
 
3.0
Hosting 
 
 
4.0
Pricing 
 
 
2.0

Morningstar Office

They recently did a large update that coincided with the end of a quarter that was very poorley thought out. It had many glitches and was problematical.Massive calls to support...

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Harold Evensky On What's New In Wealth Management
Webinars
williams610williams610   July 28, 2011
(Updated: July 28, 2011)
3.0
Average Attendee Rating
Poor Average Excellent

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MoneyGuidePro
Financial Planning
williams610williams610   April 27, 2010
Overall rating 
 
 
3.0
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
3.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
2.0
Estate Planning 
 
 
3.0

MGP good value

I like it

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Redtail CRM
CRM Software
williams610williams610   March 02, 2010
Overall rating 
 
 
3.1
Company  
 
 
4.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
2.0
Productivity  
 
 
3.0
Client Portal  
 
 
3.0
Integration  
 
 
3.0
Security  
 
 
4.0
Pricing 
 
 
4.0

not bad

I could use training to help me with this

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New Opportunities For Advisors In 401ks
Webinars
williams610williams610   February 25, 2010
(Updated: February 25, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

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5 results - showing 1 - 5