Search ...
linkedin
youtube
FAQ
About
A4A News
Sign In
Sign Up
Remember Me
Log in
Forgot Login?
Sign up
Home
CE Webinars
CFP Ethics Class
Tools
FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
My Subscriptions
Contact
Review Detail
ACT
Hot
CRM Software
by Guest October 20, 2009
December 17, 2009
craigj720
Top 1000 Reviewer
View all my reviews (9)
Overall rating
3.3
Company
4.0
Software Support
3.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
4.0
Productivity
5.0
Client Portal
2.0
Integration
5.0
Security
3.0
Pricing
5.0
ACT 4 Advisors
N/a
Was this review helpful to you?
0
0
Report this review
Comments
Ordering
Oldest
Most recent
Already have an account?
Log in now
or
Create an account
×
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.