Reviews written by kevinjenks

3 results - showing 1 - 3  
 
 
Successful Marketing For Financial Advisors
Webinars
kevinjenkskevinjenks   May 20, 2010
(Updated: May 20, 2010)
5.0
Average Attendee Rating
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Profiles Professional
Financial Planning
kevinjenkskevinjenks   February 13, 2010
Overall rating 
 
 
2.1
Company 
 
 
3.0
Interface 
 
 
3.0
Integration 
 
 
3.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
1.0
Taxes 
 
 
1.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
1.0
Estate Planning 
 
 
1.0

Not a huge fan of Profiles

Very simplistic and not very good at helping with taxes

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ACT
CRM Software
kevinjenkskevinjenks   February 01, 2010
Overall rating 
 
 
2.8
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
3.0

Just started trying out ACT. I've used Maximizer for years but felt ACT was more in the mainstream.

Since I've used Maximizer for years I'm pen to the possibility of using a CRM package that is more robust. Cost is a consideration but ultimately want to get...

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3 results - showing 1 - 3