Reviews written by llyons1

3 results - showing 1 - 3  
 
 
Junxure
CRM Software
llyons1llyons1   February 17, 2010
Overall rating 
 
 
3.8
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
4.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
1.0
Integration  
 
 
5.0
Security  
 
 
5.0
Pricing 
 
 
2.0

Junxure

wish it had more of a Windows based look and feel to it. not the easiest to figure out initially, so I would highly recommend the training. Do...

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MoneyGuidePro
Financial Planning
llyons1llyons1   February 05, 2010
Overall rating 
 
 
4.5
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
4.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
5.0

MoneyGuiede Pro

Keeps the client engaged in the planning process

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Roth IRA Conversion Techniques
Webinars
llyons1llyons1   February 04, 2010
(Updated: February 04, 2010)
5.0
Average Attendee Rating
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3 results - showing 1 - 3