Reviews written by kk503

2 results - showing 1 - 2  
 
 
Junxure
CRM Software
kk503kk503   January 08, 2010
Overall rating 
 
 
3.1
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
3.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
3.0

powerful program with a steep learning curve

As a result of the action tab catching everything, it is hard to keep a running history that is easily followed.

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The 401k Upheaval And How It Affects Advisors
Webinars
kk503kk503   January 07, 2010
(Updated: January 07, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

couldn't hear Andy well at all. couldn't hear the questions being asked

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2 results - showing 1 - 2