Reviews written by jayr951

3 results - showing 1 - 3  
 
 
Microsoft Outlook
CRM Software
jayr951jayr951   February 17, 2010
Overall rating 
 
 
1.4
Company  
 
 
1.0
Software Support  
 
 
1.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
1.0
Productivity  
 
 
2.0
Client Portal  
 
 
1.0
Integration  
 
 
2.0
Security  
 
 
2.0
Pricing 
 
 
2.0

For CRM Microsoft Outlook better than nothing

I've used Outlook as a CRM solution before, but thankfully my BD has developed it's own and it works well.

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MoneyGuidePro
Financial Planning
jayr951jayr951   February 15, 2010
Overall rating 
 
 
4.1
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
5.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Easy choice over Finacial Profiles

I was hesitant to change from Financial Profiles because I didn't want to have to spend the time to learn new software, but in the end it was (and is)...

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After The Fall: Asset Allocation And Rebalancing
Webinars
jayr951jayr951   April 09, 2009
(Updated: April 09, 2009)
5.0
Average Attendee Rating
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3 results - showing 1 - 3