Reviews written by Scholar Wealth

A Roundup Of Leading Advisor CRM Systems

Webinars

Scholar Wealth February 11, 2010
(Updated: February 11, 2010)

2.0
Average Attendee Rating
Poor	Average	Excellent

I have seen several of these webinars and I am generally a fan. This seminar did not distinguish enough between any of the products but merely stated that these...

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Cheshire Wealth Manager

Financial Planning

Scholar Wealth November 17, 2009

Overall rating

3.6

Company

4.0

Interface

5.0

Integration

3.0

Pricing

4.0

Monte Carlo Simulation

4.0

Taxes

3.0

Asset Allocation

3.0

LTC-College Planning

3.0

Estate Planning

3.0

Cheshire Wealth Management

Good product. I am switching to eMoneyAdvisor. If I am not satisfied with eMoney's planning abilities then I will switch back to Cheshire.

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2010 Business Planning

Webinars

Scholar Wealth October 15, 2009
(Updated: October 15, 2009)

5.0
Average Attendee Rating
Poor	Average	Excellent

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