Reviews written by charless703
6 results - showing 1 - 6
5.0 |
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Well done. Thanks for actually going into a decent amount of detail and explaining your thought processes.
Financial Planning
charless703
April 22, 2010
Overall rating
3.6
Company
4.0
Interface
3.0
Integration
4.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
4.0
Significant learning curve, but one of the better programs available.
Have recommended the program to others with the understand they will need time to learn the system and get up to speed. Don't expect to create great plans right...
CRM Software
charless703
April 09, 2010
Overall rating
1.5
Company
2.0
Software Support
3.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
1.0
Productivity
2.0
Client Portal
1.0
Integration
1.0
Security
1.0
Pricing
2.0
Functional, but not a CRM, not industry specific and lacks integration with platform
Does e-mail pretty well (not counting lock ups and crashes - thank you MS) and could do more if I had the time and expertise to program it. Will...
5.0 |
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Webinars
4.0 |
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5.0 |
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6 results - showing 1 - 6
