Reviews written by jamesr212
10 results - showing 1 - 10
jamesr212
February 27, 2019
4.0 |
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Good and useful without being too into the weeds
4.0 |
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good
4.0 |
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quite informative
3.0 |
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CRM Software
jamesr212
April 06, 2010
Overall rating
2.3
Company
3.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
4.0
Productivity
3.0
Client Portal
1.0
Integration
2.0
Security
3.0
Pricing
3.0
good product
I now prefer online services
Financial Planning
jamesr212
February 13, 2010
Overall rating
2.5
Company
3.0
Interface
3.0
Integration
3.0
Pricing
2.0
Monte Carlo Simulation
2.0
Taxes
2.0
Asset Allocation
3.0
LTC-College Planning
2.0
Estate Planning
2.0
ches
ok
Webinars
5.0 |
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Webinars
4.0 |
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getting the slides earlier would help making notes
10 results - showing 1 - 10
