Reviews written by toddw919

14 results - showing 1 - 14  
 
 
toddw919toddw919   March 08, 2012
(Updated: March 08, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

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toddw919toddw919   May 13, 2010
(Updated: May 13, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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toddw919toddw919   May 06, 2010
(Updated: May 06, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

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toddw919toddw919   April 29, 2010
(Updated: April 29, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

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ACT
CRM Software
toddw919toddw919   April 18, 2010
Overall rating 
 
 
1.5
Company  
 
 
2.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
2.0
Productivity  
 
 
2.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
2.0
Pricing 
 
 
1.0

There's better out there

Nothing else

toddw919toddw919   April 08, 2010
(Updated: April 08, 2010)
3.0
Average Attendee Rating
Poor Average Excellent

Can't anyone other than Mr. Gluck moderate these things. Please.

toddw919toddw919   March 04, 2010
(Updated: March 04, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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toddw919toddw919   February 18, 2010
(Updated: February 18, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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toddw919toddw919   February 17, 2010
(Updated: February 17, 2010)
3.0
Average Attendee Rating
Poor Average Excellent

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Financial Planning
toddw919toddw919   February 12, 2010
Overall rating 
 
 
3.9
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
3.0

Very good program

Excellant tool for retirement goal planning

toddw919toddw919   February 11, 2010
(Updated: February 11, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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toddw919toddw919   February 04, 2010
(Updated: February 04, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

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toddw919toddw919   October 08, 2009
(Updated: October 08, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

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14 results - showing 1 - 14