Reviews written by finfil
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Webinars
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
always with the best analysis and data
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
The best tax expert for how financial planners can assist clients
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
always great breakdowns of return data
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
always solid information supported by even more data
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
CRM Software
finfil
April 03, 2010
Overall rating
2.8
Company
4.0
Software Support
4.0
Investment Tracking
2.0
Insurance Tracking
3.0
Workflow Management
3.0
Productivity
2.0
Client Portal
1.0
Integration
1.0
Security
3.0
Pricing
5.0
Good for what it is designed to do, especially for the money
good for tracking workflow and documents not so good for tracking client profitability History field tracks too many things, cannot filter out Then again it...
