Reviews written by Wendyk11

2 results - showing 1 - 2  
 
 
Ebix CRM (formerly E-Z Data SmartOffice)
CRM Software
Wendyk11Wendyk11   October 07, 2011
Overall rating 
 
 
4.1
Company  
 
 
4.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
5.0
Productivity  
 
 
4.0
Client Portal  
 
 
3.0
Integration  
 
 
5.0
Security  
 
 
5.0
Pricing 
 
 
4.0

The CRM tool you need if you are a RIA

As an Ez-Data user for 16 years, I can attest to the fact that this should be on your short list to review as a CRM solution. I have...

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eMoney
Financial Planning
Wendyk11Wendyk11   October 07, 2011
Overall rating 
 
 
4.7
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
5.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
5.0
LTC-College Planning 
 
 
5.0
Estate Planning 
 
 
5.0

The best in the industry right now for overall financial planning

I have been using Emoney for the past 10 years and am still a raving fan.

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2 results - showing 1 - 2