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Home
CE Webinars
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CFP Ethics Class
Purchased Electives
Reviews written by jasonv510
1 results - showing 1 - 1
ACT
CRM Software
jasonv510
November 09, 2009
Overall rating
2.8
Company
4.0
Software Support
4.0
Investment Tracking
1.0
Insurance Tracking
3.0
Workflow Management
4.0
Productivity
4.0
Client Portal
1.0
Integration
1.0
Security
5.0
Pricing
1.0
Act is very customizable, but requires the space and RAM of your internal network
Act is good for customization but is a complete RAM hog on any smal biz network.
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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.