Reviews written by stevef513

11 results - showing 1 - 11  
 
 
stevef513stevef513   June 11, 2015
(Updated: June 11, 2015)
Rating 
 
 
3.0
stevef513stevef513   October 28, 2010
(Updated: October 28, 2010)
Rating 
 
 
4.0

-

stevef513stevef513   October 07, 2010
(Updated: October 07, 2010)
Rating 
 
 
5.0

Outstanding. Thanks to Andrew and A4A for continuing to bring such thought leaders to these webinars

stevef513stevef513   September 30, 2010
(Updated: September 30, 2010)
Rating 
 
 
4.0

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Financial Planning
stevef513stevef513   June 04, 2010
Overall rating 
 
 
3.2
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
5.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
1.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Interesting approach- I like the principles. Can be cumbersome to use.

no

stevef513stevef513   April 15, 2010
(Updated: April 15, 2010)
Rating 
 
 
4.0

-

CRM Software
stevef513stevef513   April 05, 2010
Overall rating 
 
 
2.3
Company  
 
 
2.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
3.0
Productivity  
 
 
4.0
Client Portal  
 
 
1.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
3.0

Good general purpose tool but not CRM and not Financial service specific

give me a break

stevef513stevef513   January 07, 2010
(Updated: January 07, 2010)
Rating 
 
 
4.0

-

stevef513stevef513   December 16, 2009
(Updated: December 16, 2009)
Rating 
 
 
4.0

-

stevef513stevef513   October 29, 2009
(Updated: October 29, 2009)
Rating 
 
 
4.0

-

11 results - showing 1 - 11