Reviews written by kimberlyh614
5 results - showing 1 - 5
5.0 |
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| Average Attendee Rating | ||
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Financial Planning
kimberlyh614
November 07, 2009
Overall rating
3.6
Company
4.0
Interface
4.0
Integration
4.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
3.0
Asset Allocation
2.0
LTC-College Planning
3.0
Estate Planning
2.0
Easy to use
I think that the company is addressing some of the issues as users offer suggestions. They send out emails and are very customer service friendly.
Webinars
5.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
Very good. We are beginning to document processes in our office and this really helped!
CRM Software
kimberlyh614
November 02, 2009
Overall rating
3.8
Company
4.0
Software Support
4.0
Investment Tracking
5.0
Insurance Tracking
1.0
Workflow Management
5.0
Productivity
5.0
Client Portal
1.0
Integration
4.0
Security
4.0
Pricing
5.0
Overall, a good product. We need to use its full potential.
A very good system. We are still not using it to it's full potential.
Webinars
5.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
I appreciate these webinars - another weekday might be nice.
5 results - showing 1 - 5
