LEAP or eMoney Advisor

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Nov 6, 2009 10:40 am

Anyone use either of these systems?

http://www.leapsystems.com

http://www.emoneyadvisor.com


Nov 6, 2009 12:51 pm

I've gone through eMoney's trial period, as well as FinanceLogix and MGP. Possibly an edge to FinanceLogix in functionality, and edge to MGP to ease of use/client impact, and an edge to eMoney for marketing (who can say no to the dulcet voice of Donald Sutherland?).

 
Bang for buck, I'd use MGP + CashEdge, especially given the capacity to interact with other software/platforms (esp Pershing).
Nov 6, 2009 12:54 pm

You're asking about insurance sales software (LEAP) on an investment rep forum?

 
Try ROOGLE and see what you come up with. 
 
(There, you other guys have got me doing it now).
Nov 6, 2009 1:17 pm

That's why I ask, I've seen and heard LEAP is all about steering them back to insurance as the investment.



I heard eMoney is more about fee based and investments with insurance as just part of the plan, not the end all be all.

Nov 6, 2009 1:42 pm

anyone can manipulate any software to show what they want it to.

 
You don't know what you don't know.




Nov 6, 2009 2:29 pm

Not familiar with MGP. You got a web address?



LockEDJ:

I've gone through eMoney's trial period, as well as FinanceLogix and MGP. Possibly an edge to FinanceLogix in functionality, and edge to MGP to ease of use/client impact, and an edge to eMoney for marketing (who can say no to the dulcet voice of Donald Sutherland?).



Bang for buck, I'd use MGP + CashEdge, especially given the capacity to interact with other software/platforms (esp Pershing).
Nov 6, 2009 2:33 pm

www.moneyguidepro.com

Nov 6, 2009 2:42 pm
Gordon Ramsey:

anyone can manipulate any software to show what they want it to.

 
You don't know what you don't know.




 
Well, isn't that why he asked the question?
Nov 6, 2009 3:11 pm

My reply was based on following another thread on this topic on another forum.  He is too new to the industry to know any better.


I would just run with whatever was provided by the firm, get some clients and THEN increase your available service through either of these pieces of software.