Review Detail

 
Advisors Assistant Hot
CRM Software
by a4a-manage     October 20, 2009    
Wayne

View all my reviews (2)
Overall rating 
 
 
3.9
Company  
 
 
5.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
4.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
4.0
Productivity  
 
 
5.0
Client Portal  
 
 
3.0
Integration  
 
 
4.0
Security  
 
 
5.0
Pricing 
 
 
3.0

Review of Advisors Assistant from someone who uses it minimally

I do not use Advisors Assistant extensively. Therefore, I do not know enough about its various features to comment accurately.

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