Reviews written by dentons480
5 results - showing 1 - 5
Webinars
4.0 |
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Doug Carter has some very worthwhile material
5.0 |
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Financial Planning
dentons480
June 23, 2010
Overall rating
4.5
Company
5.0
Interface
5.0
Integration
5.0
Pricing
4.0
Monte Carlo Simulation
5.0
Taxes
2.0
Asset Allocation
4.0
LTC-College Planning
5.0
Estate Planning
5.0
I'm a long time user and I'm quite satisfied
The program covers everything I'm interested in.
CRM Software
dentons480
June 23, 2010
Overall rating
4.2
Company
5.0
Software Support
5.0
Investment Tracking
4.0
Insurance Tracking
4.0
Workflow Management
4.0
Productivity
4.0
Client Portal
4.0
Integration
4.0
Security
4.0
Pricing
4.0
I'm a long term user and I have nothing but good experience with the product and the company
Good Product and good company
5.0 |
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5 results - showing 1 - 5
