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.)
Who is the most influential person in wealth management today? You decide. Meet the contenders and fill out your bracket.
By clicking below, I acknowledge and agree to Penton's Terms of Service
and to Penton's use of my contact information to communicate with me about Penton's or its third-party
partners' products, services, events and research opportunities. Penton's use of the information I
Sponsored Introduction Continue on to (or wait seconds) ×