anyone have comments/used this?
What do you want to know?
how are the updates, the service, ease of use. seems to have an overwhelming # of options for presentations, but that could be good. At only 500/yr is it good enough? the asset alloc part will not work for me-- too simple--do you use that or just other parts of it?
I wouldn't use it for asset allocation - I agree.
My firm has Kettley as standard software, so I don't mind using it, but I'm not sure I'd pay for it.
There are probably updates about once a month - I think.
I'd take a closer look at the VSA or Virtual Sales Assistant. You get a free website, lots of fact-finders, etc. There's even a 30 day free trial. (No I don't work for NU or affiliated with VSA in any way.)
If I didn't get Kettley for free, I'd still be subscribing to the VSA. Check it out. (Plus, it's about HALF of what you say you'd pay for Kettley.)
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