Reviews written by imdayoub

Boosting Your Bottom Line With Strategic Planning

Webinars

imdayoub June 18, 2015
(Updated: June 18, 2015)

5.0
Average Attendee Rating
Poor	Average	Excellent

I liked it a lot. Got something specific to do.

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RIA Fee Structure: Earning Fees In An Era When Investment Management Is Commoditized

Webinars

imdayoub September 27, 2012
(Updated: September 27, 2012)

5.0
Average Attendee Rating
Poor	Average	Excellent

I like the format, the variety and especially the quality of speakers.

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ProTracker

CRM Software

imdayoub February 17, 2010

Overall rating

4.4

Company

5.0

Software Support

5.0

Investment Tracking

4.0

Insurance Tracking

5.0

Workflow Management

5.0

Productivity

5.0

Client Portal

1.0

Integration

4.0

Security

5.0

Pricing

5.0

At last a CRM that does not need to be reconfigured for the busy financial advisor.

The stars above do not address the important aspects of a good CRM. I don't want a CRM to do investment tracking. That would be too much duplication. The things...

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