Reviews written by jmoore

26 results - showing 1 - 25  
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jmoorejmoore   April 01, 2020
9.0
Average Attendee Rating
Poor Average Excellent
jmoorejmoore   December 25, 2018
5.0
Average Attendee Rating
Poor Average Excellent
jmoorejmoore   July 09, 2018
5.0
Average Attendee Rating
Poor Average Excellent
jmoorejmoore   February 06, 2018
(Updated: February 06, 2018)
5.0
Average Attendee Rating
Poor Average Excellent
jmoorejmoore   December 12, 2016
(Updated: December 12, 2016)
5.0
Average Attendee Rating
Poor Average Excellent
jmoorejmoore   April 11, 2016
(Updated: April 11, 2016)
5.0
Average Attendee Rating
Poor Average Excellent
jmoorejmoore   September 07, 2015
(Updated: September 07, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
jmoorejmoore   January 12, 2015
(Updated: January 12, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
jmoorejmoore   July 07, 2014
(Updated: July 07, 2014)
5.0
Average Attendee Rating
Poor Average Excellent
Financial Planning
jmoorejmoore   May 29, 2014
Overall rating 
 
 
4.5
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
5.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
5.0
Asset Allocation 
 
 
5.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
4.0

Great Tool To Stimulate Client Conversations

None

CRM Software
jmoorejmoore   April 05, 2014
Overall rating 
 
 
4.3
Company  
 
 
4.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
4.0
Productivity  
 
 
5.0
Client Portal  
 
 
4.0
Integration  
 
 
5.0
Security  
 
 
5.0
Pricing 
 
 
5.0

Good Value for the Money

this is a very workable solution for basic CRM functionality. still missing some basic things but overall good value for the money.

CRM Software
jmoorejmoore   April 05, 2014
Overall rating 
 
 
1.5
Company  
 
 
2.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
1.0
Productivity  
 
 
4.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
1.0
Pricing 
 
 
1.0

Lousy mobile apps

we have not looked back since switching to Redtail. Cost effective alternative even though less feature rich.

jmoorejmoore   November 11, 2013
(Updated: November 11, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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jmoorejmoore   October 10, 2013
(Updated: October 10, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

Well done and informative

jmoorejmoore   October 07, 2013
(Updated: October 07, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

Comprehensive and full of facts to share w/ clients

jmoorejmoore   September 09, 2013
(Updated: September 09, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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jmoorejmoore   July 08, 2013
(Updated: July 08, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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jmoorejmoore   March 11, 2013
(Updated: March 11, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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jmoorejmoore   December 10, 2012
(Updated: December 10, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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jmoorejmoore   November 12, 2012
(Updated: November 12, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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jmoorejmoore   August 13, 2012
(Updated: August 13, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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jmoorejmoore   July 09, 2012
(Updated: July 09, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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jmoorejmoore   May 07, 2012
(Updated: May 07, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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jmoorejmoore   March 12, 2012
(Updated: March 12, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

My memory says I subscribed at a much higher price. Can I receive a credit for this? Thanks. I will look up proof of purchase if needed....

jmoorejmoore   February 13, 2012
(Updated: February 13, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Always informative. Any way to get CIMA CE credit for this?

26 results - showing 1 - 25  
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