Reviews written by howardc603

5 results - showing 1 - 5  
 
 
Keebler On 2013 Tax Law Changes
Webinars
howardc603howardc603   January 13, 2013
(Updated: January 13, 2013)
4.0
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Year End Income Tax Planning
Webinars
howardc603howardc603   September 06, 2012
(Updated: September 06, 2012)
5.0
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Collaborating With Estate Planning Attorneys
Webinars
howardc603howardc603   August 05, 2010
(Updated: August 05, 2010)
5.0
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ProTracker
CRM Software
howardc603howardc603   July 23, 2010
Overall rating 
 
 
3.6
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
4.0
Workflow Management  
 
 
3.0
Productivity  
 
 
4.0
Client Portal  
 
 
1.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
5.0

A financial planner's CRM

Nicely customized for true financial planners, not just investment advisors.

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A Low-Cost Portfolio Reporting Solution For Independent Advisors
Webinars
howardc603howardc603   July 14, 2010
(Updated: July 14, 2010)
3.0
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Poor Average Excellent

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5 results - showing 1 - 5