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Home
CE Webinars
Presentations
CFP Ethics Class
Purchased Electives
Reviews written by andys305
1 results - showing 1 - 1
ACT
CRM Software
andys305
November 30, 2010
Overall rating
2.2
Company
2.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
3.0
Productivity
3.0
Client Portal
1.0
Integration
2.0
Security
2.0
Pricing
5.0
Inexpensive CRM
Good for a start-up with a limited budget
Read Review
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.