Reviews written by bwarrene
bwarrene
January 06, 2010
One of the earliest and most competitive portfolio reporting solutions
A strong player in the market - their scale and influence drives a lot of feature enhancements among competitors and peers in portfolio reporting.
bwarrene
January 04, 2010
Progressive financial planning tool with great integration and client access
I would confidently recommend this tool to advisors and practices of all stripes and sizes.
bwarrene
September 10, 2009
Smart Office progressive and proven
I have experience with Smart Office and find it a key ingredient in managing an insurance practice or agency. I think they could be more competitive with pricing in larger...
bwarrene
September 10, 2009
5.0 |
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Great post on a critical process topic
Good material Bill - thanks for highlighting this as an area where systems can handle workflow while advisors and the team can contribute their expertise on the allocations and products...
bwarrene
August 20, 2009
A Brief Analysis of Redtail CRM and Imaging
As a comprehensive system - Redtail should be on of the three or four systems you evaluate if you manage a financial practice. Its combination of CRM and lightweight imaging...
