Reviews written by cherylk847
Webinars
4.0 |
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This was an excellent and thought-provoking webinar.
4.0 |
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Great information packed into a short period of time.
4.0 |
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Excellent. I definitely took away a couple of items to do right away - the list of 6 and I'm determined to start cleaning up a place where I...
5.0 |
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Excellent presentation, very thought-provoking. Thanks for sharing your expertise. And Andrew as always great facilitation of Q&A. Thanks again.
Webinars
4.0 |
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Good introduction to this product and service.
4.0 |
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Good information. Would like to see some coverage of new ideas in CRM, like Zoho
CRM Software
cherylk847
December 12, 2009
Overall rating
1.8
Company
4.0
Software Support
1.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
1.0
Productivity
2.0
Client Portal
1.0
Integration
1.0
Security
1.0
Pricing
5.0
It's better than nothing.
I'm replacing this software soon.
Financial Planning
cherylk847
December 12, 2009
Overall rating
3.6
Company
5.0
Interface
5.0
Integration
4.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
2.0
Estate Planning
2.0
Nice presentation, lots of features
Overall, a good program.
4.0 |
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Very good. Kind of hard to see the details on the software package -
5.0 |
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Excellent longer-term thinking than we usually see from investment professionals.
