Reviews written by MWilson

3 results - showing 1 - 3  
 
 
Keebler On 2013 Tax Law Changes
Webinars
MWilsonMWilson   January 13, 2013
(Updated: January 13, 2013)
4.0
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Cost-Effective Rebalancing To Improve After-Tax Returns & Client Satisfaction
Webinars
MWilsonMWilson   September 15, 2010
(Updated: September 15, 2010)
4.0
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Junxure
CRM Software
MWilsonMWilson   March 01, 2010
Overall rating 
 
 
2.5
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
2.0
Productivity  
 
 
4.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
3.0
Pricing 
 
 
4.0

A great tool to communicate internally and keep documentation on our activities.

JunXure is one of the most important software tools we use.

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3 results - showing 1 - 3