Reviews written by eds617

3 results - showing 1 - 3  
 
 
Advisor Compliance Update
Webinars
eds617eds617   April 15, 2010
(Updated: April 15, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

great, informative, hands on info that is truly helpful in the real world

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ACT
CRM Software
eds617eds617   October 31, 2009
Overall rating 
 
 
2.8
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
4.0
Productivity  
 
 
3.0
Client Portal  
 
 
2.0
Integration  
 
 
1.0
Security  
 
 
3.0
Pricing 
 
 
3.0

decent CRM database, if you have the right consultant to custom design it for you

Flexibility to customize to meet specific needs.

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2010 Compliance Planning For RIAs
Webinars
eds617eds617   October 29, 2009
(Updated: October 29, 2009)
4.0
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Poor Average Excellent

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3 results - showing 1 - 3