Reviews written by kellym812

5 results - showing 1 - 5  
 
 
Compliant Social Media Marketing For Advisors
Webinars
kellym812kellym812   July 08, 2010
(Updated: July 08, 2010)
5.0
Average Attendee Rating
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Data Security Product Recommendations
Webinars
kellym812kellym812   June 17, 2010
(Updated: June 17, 2010)
4.0
Average Attendee Rating
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Advisor Compliance Update
Webinars
kellym812kellym812   April 15, 2010
(Updated: April 15, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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Junxure
CRM Software
kellym812kellym812   November 02, 2009
Overall rating 
 
 
3.6
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  
 
 
4.0
Pricing 
 
 
4.0

Overall a great CRM for financial advisors.

Would recommend this software to other advisors.

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2010 Compliance Planning For RIAs
Webinars
kellym812kellym812   October 29, 2009
(Updated: October 29, 2009)
5.0
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5 results - showing 1 - 5