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Home
CE Webinars
Presentations
CFP Ethics Class
Purchased Electives
Reviews written by ajlocke
1 results - showing 1 - 1
ACT
CRM Software
ajlocke
November 25, 2009
Overall rating
2.1
Company
4.0
Software Support
4.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
2.0
Productivity
3.0
Client Portal
1.0
Integration
1.0
Security
2.0
Pricing
2.0
It works but there is probably better out there.
There needs to be more integration with outside programs.
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Comments (0)
1 results - showing 1 - 1
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You'll be emailed a discount coupon for $30 off the
CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.