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Reviews written by westcoastplanner

6 results - showing 1 - 6  
 
 
A Roundup Of Leading Advisor CRM Systems
Webinars
westcoastplannerwestcoastplanner   February 11, 2010
(Updated: February 11, 2010)
3.0
Average Attendee Rating
Poor Average Excellent

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Seizing The Roth IRA Opportunity With Clients And Prospects
Webinars
westcoastplannerwestcoastplanner   December 10, 2009
(Updated: December 10, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

This was very helpful and well presented

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Going Paperless 2.0
Webinars
westcoastplannerwestcoastplanner   November 12, 2009
(Updated: November 12, 2009)
4.0
Average Attendee Rating
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Embedding Processes In Your CRM
Webinars
westcoastplannerwestcoastplanner   November 05, 2009
(Updated: November 05, 2009)
4.0
Average Attendee Rating
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Junxure
CRM Software
westcoastplannerwestcoastplanner   November 02, 2009
Overall rating 
 
 
4.4
Company  
 
 
4.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
4.0
Insurance Tracking  
 
 
4.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
5.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Have used it for 4 years and are pleased with it. Comprehensive & great support

Have used it at my part-time employment for about 4 years. It has more features than we use but we are pleased with it.

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2010 Compliance Planning For RIAs
Webinars
westcoastplannerwestcoastplanner   October 29, 2009
(Updated: October 29, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent presentation. Very helpful.

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6 results - showing 1 - 6