Reviews written by charless703

6 results - showing 1 - 6  
 
 
charless703charless703   February 03, 2011
(Updated: February 03, 2011)
Rating 
 
 
5.0

Well done. Thanks for actually going into a decent amount of detail and explaining your thought processes.

Financial Planning
charless703charless703   April 22, 2010
Overall rating 
 
 
3.6
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Significant learning curve, but one of the better programs available.

Have recommended the program to others with the understand they will need time to learn the system and get up to speed. Don't expect to create great plans right...

CRM Software
charless703charless703   April 09, 2010
Overall rating 
 
 
1.5
Company  
 
 
2.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
1.0
Productivity  
 
 
2.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
1.0
Pricing 
 
 
2.0

Functional, but not a CRM, not industry specific and lacks integration with platform

Does e-mail pretty well (not counting lock ups and crashes - thank you MS) and could do more if I had the time and expertise to program it. Will...

charless703charless703   March 18, 2010
(Updated: March 18, 2010)
Rating 
 
 
5.0

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charless703charless703   October 15, 2009
(Updated: October 15, 2009)
Rating 
 
 
4.0

-

charless703charless703   May 21, 2009
(Updated: May 21, 2009)
Rating 
 
 
5.0

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6 results - showing 1 - 6