Reviews written by JGugle

3 results - showing 1 - 3  
 
 
PortfolioCenter
Portfolio Management
JGugleJGugle   March 15, 2011
Overall rating 
 
 
4.1
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Love working on PortfolioCenter - it is the best system around

PortfolioCenter captures the data I need to review client portfolios and report on my clients did over time. It seamlessly interfaces with other software tools as well. I...

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MoneyGuidePro
Financial Planning
JGugleJGugle   March 15, 2011
Overall rating 
 
 
4.2
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
5.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
3.0

MGP is a great financial planning platform

MoneyGuidePro is a fantastic financial planning software that has all of the components a planner would need to create and deliver a comprehensive financial plan. The final plan deliverable...

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New Law Means Advisors Must Battle Client Indifference To Estate Planning
Webinars
JGugleJGugle   January 27, 2011
(Updated: January 27, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Good information about the impact of the recent changes to the estate tax rules.

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3 results - showing 1 - 3