Reviews written by successful71

12 results - showing 1 - 12  
 
 
successful71successful71   January 19, 2012
(Updated: January 19, 2012)
1.0
Average Attendee Rating
Poor Average Excellent

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successful71successful71   November 10, 2011
(Updated: November 10, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

I felt it provided valuable information to help grow my business.

successful71successful71   October 20, 2011
(Updated: October 20, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

I thought it was good and wanted more. Time was too short. Please have Kevin again.

successful71successful71   January 13, 2011
(Updated: January 13, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

good

successful71successful71   June 24, 2010
(Updated: June 24, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

I think it was a good presentation. The information was very helpful and informative.

Portfolio Management
successful71successful71   April 12, 2010
Overall rating 
 
 
2.8
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
1.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
1.0
Tax Lot Accounting 
 
 
1.0
Trading 
 
 
1.0
Integrations 
 
 
4.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Morningstar Office

Overall, I like the program.

CRM Software
successful71successful71   February 05, 2010
Overall rating 
 
 
1.6
Company  
 
 
4.0
Software Support  
 
 
1.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
1.0
Productivity  
 
 
1.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
1.0
Pricing 
 
 
4.0

Please keep in mind that I do not use a robust version of Office

I use it for managing my meetings only no other CRM functions.

successful71successful71   February 04, 2010
(Updated: February 04, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

I thought it was a good presentation.

successful71successful71   December 10, 2009
(Updated: December 10, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

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successful71successful71   November 12, 2009
(Updated: November 12, 2009)
3.0
Average Attendee Rating
Poor Average Excellent

I believe focusing on 1 process and following that all the way through to show how going paperless specifically works. Even though there may not have been a lot...

successful71successful71   November 05, 2009
(Updated: November 05, 2009)
3.0
Average Attendee Rating
Poor Average Excellent

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12 results - showing 1 - 12