Reviews written by Debbie Gallant

3 results - showing 1 - 3  
 
 
Harold Evensky On What's New In Wealth Management
Webinars
Debbie GallantDebbie Gallant   July 28, 2011
(Updated: July 28, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Loved hearing what Harold Evensky thought of investing. Disappointed that he was forced to veer off onto the topic of FPA menbership decline.

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MoneyGuidePro
Financial Planning
Debbie GallantDebbie Gallant   April 21, 2011
Overall rating 
 
 
4.1
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
3.0

A Cadillac of a Program.

I love it. I get better at it every day. My clients love it. It's a keeper.

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ProTracker
CRM Software
Debbie GallantDebbie Gallant   April 12, 2010
Overall rating 
 
 
3.9
Company  
 
 
4.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
3.0
Integration  
 
 
3.0
Security  
 
 
5.0
Pricing 
 
 
5.0

Protracker is easy to use, very comprehensive, and clearly targetted to planners

When I compare ProTracker's pricing and features with Redtail's and Junxure's, ProTracker wins.

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3 results - showing 1 - 3