Reviews written by garyk616
3 results - showing 1 - 3
5.0 |
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I liked it very much. It made portfolio building seem much more manageable and principled.
5.0 |
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It was very challenging and is motivating me to re-think the issue of picking well-performing Funds & Fund managers.
CRM Software
garyk616
December 09, 2009
Overall rating
2.5
Company
2.0
Software Support
2.0
Investment Tracking
2.0
Insurance Tracking
2.0
Workflow Management
4.0
Productivity
4.0
Client Portal
1.0
Integration
2.0
Security
3.0
Pricing
3.0
ACT! 9.0 with Act4Advisors - a Decent App for a Sole Practitioner
Bottom line for me is that it's better than the app I had previously used--Goldmine, which was clunky. So ACT! (used with Act4Advisors) is a decent app for a sole...
3 results - showing 1 - 3
