Reviews written by charless602
8 results - showing 1 - 8
5.0 |
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his process addresses many of the holes that exist in the programming of current planning software.....maybe I'll stop using a yellow pad and start using Nest Egg Guru
5.0 |
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4.0 |
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interesting topic, whether germain to our practice or not....thanks.
4.0 |
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interesting topic, whether germain to our practice or not....thanks.
Webinars
5.0 |
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4.0 |
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Too basic for me, but I assume I'm the exception.
CRM Software
charless602
October 31, 2009
Overall rating
2.2
Company
4.0
Software Support
3.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
2.0
Productivity
3.0
Client Portal
1.0
Integration
2.0
Security
2.0
Pricing
3.0
simple but adequate
simple but adequate
Webinars
5.0 |
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8 results - showing 1 - 8
