Review Detail

 
ACT4ADVISORS Hot
CRM Software
by Guest     October 20, 2009    
wneubauer
Top 500 Reviewer
View all my reviews (41)
Overall rating 
 
 
2.5
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
3.0
Productivity  
 
 
2.0
Client Portal  
 
 
1.0
Integration  
 
 
2.0
Security  
 
 
2.0
Pricing 
 
 
5.0

Moving away from ACT4Advisors

Looking at cloud based systems that integrate with AP client portals.

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