Reviews written by GardnerCFP

1 results - showing 1 - 1  
 
 
CRM Software
GardnerCFPGardnerCFP   November 12, 2010
Overall rating 
 
 
4.2
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
4.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
3.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
5.0

Junxure Rocks

Best overall company and business partner we have. They understand the industry, and their role helping advisors.

1 results - showing 1 - 1