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Home
CE Webinars
Presentations
CFP Ethics Class
Purchased Electives
Reviews written by donaldf619
1 results - showing 1 - 1
Goldmine
CRM Software
donaldf619
October 01, 2010
Overall rating
2.6
Company
3.0
Software Support
3.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
1.0
Productivity
3.0
Client Portal
2.0
Integration
3.0
Security
4.0
Pricing
5.0
Solid for basic, easy to produce analytics.
A good value.
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Comments (0)
1 results - showing 1 - 1
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You'll be emailed a discount coupon for $30 off the
CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.