Reviews written by jpsilvajr

8 results - showing 1 - 8  
 
 
jpsilvajrjpsilvajr   October 07, 2010
(Updated: October 07, 2010)
Rating 
 
 
4.0

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jpsilvajrjpsilvajr   April 29, 2010
(Updated: April 29, 2010)
Rating 
 
 
5.0

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CRM Software
jpsilvajrjpsilvajr   April 07, 2010
Overall rating 
 
 
2.4
Company  
 
 
2.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
2.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
2.0
Pricing 
 
 
5.0

Act 4 Advisors

I was looking to go with Redtail or Ebix as the next (and hopefully) final step. However, my BD is looking to go with salesforce. I am not sure if...

jpsilvajrjpsilvajr   April 01, 2010
(Updated: April 01, 2010)
Rating 
 
 
4.0

-

jpsilvajrjpsilvajr   March 18, 2010
(Updated: March 18, 2010)
Rating 
 
 
5.0

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jpsilvajrjpsilvajr   February 25, 2010
(Updated: February 25, 2010)
Rating 
 
 
4.0

-

jpsilvajrjpsilvajr   February 18, 2010
(Updated: February 18, 2010)
Rating 
 
 
4.0

-

jpsilvajrjpsilvajr   April 02, 2009
(Updated: April 02, 2009)
Rating 
 
 
5.0

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8 results - showing 1 - 8