Reviews written by stevef513
11 results - showing 1 - 11
Webinars
3.0 |
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Webinars
4.0 |
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5.0 |
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Outstanding. Thanks to Andrew and A4A for continuing to bring such thought leaders to these webinars
Webinars
4.0 |
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Financial Planning
stevef513
June 04, 2010
Overall rating
3.2
Company
4.0
Interface
3.0
Integration
5.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
1.0
Asset Allocation
2.0
LTC-College Planning
4.0
Estate Planning
4.0
Interesting approach- I like the principles. Can be cumbersome to use.
no
Webinars
4.0 |
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CRM Software
stevef513
April 05, 2010
Overall rating
2.3
Company
2.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
3.0
Productivity
4.0
Client Portal
1.0
Integration
3.0
Security
3.0
Pricing
3.0
Good general purpose tool but not CRM and not Financial service specific
give me a break
4.0 |
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4.0 |
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Webinars
4.0 |
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11 results - showing 1 - 11
