Search ...
linkedin
youtube
FAQ
Trending
About
A4A News
Sign In
Sign Up
Remember Me
Log in
Forgot Login?
Sign up
Home
CE Webinars
Presentations
CFP Ethics Class
Purchased Electives
Reviews written by Scuba1
1 results - showing 1 - 1
Ebix CRM (formerly E-Z Data SmartOffice)
CRM Software
Scuba1
July 26, 2011
Overall rating
4.6
Company
5.0
Software Support
5.0
Investment Tracking
5.0
Insurance Tracking
3.0
Workflow Management
5.0
Productivity
5.0
Client Portal
3.0
Integration
5.0
Security
5.0
Pricing
5.0
Securities Advisory firms should be using SmartOffice
I am a very satisfied user.
Read Review
Comments (0)
1 results - showing 1 - 1
×
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.