Reviews written by kimberlyh614

5 results - showing 1 - 5  
 
 
kimberlyh614kimberlyh614   July 29, 2010
(Updated: July 29, 2010)
Rating 
 
 
5.0

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Financial Planning
kimberlyh614kimberlyh614   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.

kimberlyh614kimberlyh614   November 05, 2009
(Updated: November 05, 2009)
Rating 
 
 
5.0

Very good. We are beginning to document processes in our office and this really helped!

CRM Software
kimberlyh614kimberlyh614   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.

kimberlyh614kimberlyh614   October 29, 2009
(Updated: October 29, 2009)
Rating 
 
 
5.0

I appreciate these webinars - another weekday might be nice.

5 results - showing 1 - 5