Reviews written by kevinb610
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Terrific, he's the best
Financial Planning
kevinb610
July 07, 2014
Overall rating
3.7
Company
5.0
Interface
5.0
Integration
5.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
2.0
Asset Allocation
4.0
LTC-College Planning
2.0
Estate Planning
3.0
Best product out there
none
5.0 |
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Good stuff - thanks
2.0 |
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Webinars
5.0 |
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Best one yet!
CRM Software
kevinb610
December 22, 2009
Overall rating
3.4
Company
4.0
Software Support
4.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
4.0
Productivity
4.0
Client Portal
3.0
Integration
3.0
Security
3.0
Pricing
3.0
Review
good so far
4.0 |
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5.0 |
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