Reviews written by ardenr646
11 results - showing 1 - 11
Financial Planning
ardenr646
December 31, 2013
Overall rating
3.6
Company
4.0
Interface
5.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
3.0
Estate Planning
3.0
Full featured and good support
Support is very good.
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Needed more tome and more depth.
Webinars
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Too much information for the time allocated.
2.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Too generic. Would have liked comparison check box charts that show the vendors head to head on features. Also, for Andy, I listen to several webinars per week, most...
CRM Software
ardenr646
February 23, 2010
Overall rating
2.9
Company
3.0
Software Support
3.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
3.0
Productivity
4.0
Client Portal
3.0
Integration
5.0
Security
3.0
Pricing
3.0
Okay.
Good for what it does.
Webinars
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
3.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Little too general. Would be nice to have more specfic questions to ask on a feedback survey.
3.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
11 results - showing 1 - 11