Reviews written by Wayne

2 results - showing 1 - 2  
 
 
Collaborating With Estate Planning Attorneys
Webinars
WayneWayne   August 05, 2010
(Updated: August 05, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

I enjoyed listening and can see potential for building your Advisor practice around estate attorney associations to help continue the client relaitonship with other family members of the deceased....

Read Review Comments (0)
Advisors Assistant
CRM Software
WayneWayne   May 24, 2010
Overall rating 
 
 
3.9
Company  
 
 
5.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
4.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
4.0
Productivity  
 
 
5.0
Client Portal  
 
 
3.0
Integration  
 
 
4.0
Security  
 
 
5.0
Pricing 
 
 
3.0

Review of Advisors Assistant from someone who uses it minimally

I do not use Advisors Assistant extensively. Therefore, I do not know enough about its various features to comment accurately.

Read Review Comments (0)
2 results - showing 1 - 2