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Home
CE Webinars
Presentations
CFP Ethics Class
Purchased Electives
Reviews written by Sarks
1 results - showing 1 - 1
ProTracker
CRM Software
Sarks
April 11, 2010
Overall rating
3.4
Company
4.0
Software Support
4.0
Investment Tracking
2.0
Insurance Tracking
3.0
Workflow Management
4.0
Productivity
4.0
Client Portal
3.0
Integration
3.0
Security
4.0
Pricing
3.0
Well thought-out if a little clumsy.
Well thought-out app, if a little clumsy.
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Comments (0)
1 results - showing 1 - 1
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You'll be emailed a discount coupon for $30 off the
CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.