Reviews written by fixin2
Financial Planning
fixin2
February 05, 2010
Overall rating
3.5
Company
4.0
Interface
4.0
Integration
3.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
2.0
A good basic program for accumulation phase planning
Again, a good basic planning tool for younger clients in the accumulation phase of their lives
CRM Software
fixin2
January 23, 2010
Overall rating
3.5
Company
4.0
Software Support
4.0
Investment Tracking
2.0
Insurance Tracking
2.0
Workflow Management
3.0
Productivity
4.0
Client Portal
3.0
Integration
4.0
Security
4.0
Pricing
5.0
A good CRM system and getting better.
Overall I am positive on Redtail. They seem to be aware of the needs of advisors and are constantly improving the platform. I'm an old geezer, and it's...
