Reviews written by gibr520
5.0 |
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exciting product - hopefully it will be affordable and available to the small advisory firm
Webinars
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5.0 |
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Been passive / passive for sometime now. Only way to go. Loved the presentation.
5.0 |
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excellent - we really need to challenge our old methods of investing - what hve we learned needs to be the constant questions .... this webinar went a long ways...
CRM Software
gibr520
May 17, 2010
Overall rating
2.5
Company
4.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
4.0
Productivity
3.0
Client Portal
1.0
Integration
1.0
Security
3.0
Pricing
5.0
Have used if for years but it is limited
we are in the process of migrating to RedTail
5.0 |
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not enough time to cover a lot of info - not meant as a criticism - actually think they did a good job of it - very informative
5.0 |
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This is information that I have been dealing with in my own head. I am glad to be part of this conversation.
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5.0 |
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