Reviews written by mikem763
4.0 |
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good for RIA'S use. Tougher for iAR's of BD's re compliance issues.
4.0 |
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5.0 |
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This was a great webinar, content, presentation, etc. Fantastic
CRM Software
mikem763
March 06, 2010
Overall rating
3.3
Company
4.0
Software Support
2.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
3.0
Productivity
4.0
Client Portal
2.0
Integration
4.0
Security
5.0
Pricing
3.0
Smart Office is a great program for smaller offices looking to be virtual.
Solid program functionality and well priced for smaller offices.
5.0 |
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This was a great webinar. We should have them back periodically for updates on their thinking.
Webinars
5.0 |
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This was one of if not the best webinar I have attended on advisors for advisors.
Webinars
4.0 |
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The audio was not the best quality when using VOIP.
4.0 |
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