Reviews written by George

2 results - showing 1 - 2  
 
 
NaviPlan Extended
Financial Planning
GeorgeGeorge   April 29, 2010
Overall rating 
 
 
3.6
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
3.0

NaviPan

Overall I really like the program and I have been using it for over 10 years.

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ACT
CRM Software
GeorgeGeorge   April 29, 2010
Overall rating 
 
 
1.9
Company  
 
 
3.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
2.0
Productivity  
 
 
1.0
Client Portal  
 
 
2.0
Integration  
 
 
2.0
Security  
 
 
2.0
Pricing 
 
 
3.0

ACT Review

Support is really lacking and the software is limited for financial advisors.

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2 results - showing 1 - 2