Reviews written by mugs
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
The Bomb!
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
It really anchors me and guides me.
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Loved it!
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Love the guy!!
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Financial Planning
mugs
April 12, 2013
Overall rating
3.6
Company
5.0
Interface
4.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Golden Years
I have no additional comments.
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Great, but I still think that if the "highlight" slides were the same as the slides in the presentation it would be easier (for me - who cares about everyone...
Webinars
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Great. Easy to follow.
CRM Software
mugs
October 26, 2009
Overall rating
3.6
Company
5.0
Software Support
4.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
5.0
Productivity
5.0
Client Portal
1.0
Integration
4.0
Security
5.0
Pricing
5.0
Great CRM for what I need and use.
I highly recommend Redtail after becoming familiar with it. I do not think it is fair that I have to rate something I do not use, like the insurance areas....
Portfolio Management
mugs
October 26, 2009
Overall rating
3.9
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
4.0
Reports
5.0
Fixed Income
5.0
Tax Lot Accounting
4.0
Trading
2.0
Integrations
2.0
Security
4.0
Hosting
3.0
Pricing
3.0
This program is much better for the broker-dealer, insurance rep than for an RIA who just manages $.
See above.
