Reviews written by lifegoals

3 results - showing 1 - 3  
 
 
MoneyGuidePro
Financial Planning
lifegoalslifegoals   September 14, 2010
Overall rating 
 
 
4.3
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
5.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
5.0
Estate Planning 
 
 
3.0

Very Intuitive Tool!

A great time saver

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Redtail CRM
CRM Software
lifegoalslifegoals   September 12, 2010
Overall rating 
 
 
3.2
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
3.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
5.0

Lukewarm so far...

I have only been on board a few weeks. Need more time to get in the groove but I am feeling a bit indifferent up to this point....

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ACT4ADVISORS
CRM Software
lifegoalslifegoals   April 02, 2010
Overall rating 
 
 
2.0
Company  
 
 
3.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
2.0
Integration  
 
 
2.0
Security  
 
 
1.0
Pricing 
 
 
2.0

Good product for the price

so so.

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3 results - showing 1 - 3