Reviews written by Patricia

-

too lightweight - nothing I didn't already know

-

-

The less time that I spend trying to find things, figure out how to organize things, and figure out where to file things, the better off I am! I...

so helpful as always!

-

-

I'll be wanting to use this more extensively, for liability as well as asset data; hoping it will integrate with ProTracker at some point for that.

I especially appreciate the amount of time Brian will spend with you.

This gave me an insight into some great tools that I didn't know were available. Helped me decide to switch to a cloud based CRM even though I've been...

-

I'm glad that I found this firm as it fits my practice really well from a cost and functionality standpoint.

It was good, although I was concerned that the topic as advertised was not going to be addressed since the presentation really concentrated on economic data. However, at the...

-

-

-

This was great and more folks need to hear this kind of thinking - aren't we all getting tired of negativism and arrogant purveyors of schadenfreude?

-

-

very helpful and reinforced many things that I know I should be doing!

I suppose the virtue of this site is that you can start small and open an account easily. And there are simple tools for asset allocation. BUT I...

-

-