Reviews written by jamesr212

8 results - showing 1 - 8  
 
 
jamesr212jamesr212   February 27, 2019
Rating 
 
 
4.0

Good and useful without being too into the weeds

jamesr212jamesr212   July 07, 2011
(Updated: July 07, 2011)
Rating 
 
 
4.0

good

jamesr212jamesr212   June 09, 2011
(Updated: June 09, 2011)
Rating 
 
 
4.0

quite informative

jamesr212jamesr212   May 12, 2011
(Updated: May 12, 2011)
Rating 
 
 
3.0

-

ACT
CRM Software
jamesr212jamesr212   April 06, 2010
Overall rating 
 
 
2.3
Company  
 
 
3.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
4.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
2.0
Security  
 
 
3.0
Pricing 
 
 
3.0

good product

I now prefer online services

Financial Planning
jamesr212jamesr212   February 13, 2010
Overall rating 
 
 
2.5
Company 
 
 
3.0
Interface 
 
 
3.0
Integration 
 
 
3.0
Pricing 
 
 
2.0
Monte Carlo Simulation 
 
 
2.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
2.0
Estate Planning 
 
 
2.0

ches

ok

jamesr212jamesr212   January 28, 2010
(Updated: January 28, 2010)
Rating 
 
 
5.0

-

jamesr212jamesr212   May 07, 2009
(Updated: May 07, 2009)
Rating 
 
 
4.0

getting the slides earlier would help making notes

8 results - showing 1 - 8