Reviews written by susanc419

4 results - showing 1 - 4  
 
 
Year-End Tax Planning For Financial Advisors
Webinars
susanc419susanc419   October 27, 2011
(Updated: October 27, 2011)
4.0
Average Attendee Rating
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Good strategies.

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Managing Portfolio Risk With Stock Collars
Webinars
susanc419susanc419   April 08, 2010
(Updated: April 08, 2010)
5.0
Average Attendee Rating
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Very useful!

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The 401k Upheaval And How It Affects Advisors
Webinars
susanc419susanc419   January 07, 2010
(Updated: January 07, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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Junxure
CRM Software
susanc419susanc419   November 24, 2009
Overall rating 
 
 
4.4
Company  
 
 
5.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
5.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
4.0
Productivity  
 
 
5.0
Client Portal  
 
 
4.0
Integration  
 
 
5.0
Security  
 
 
5.0
Pricing 
 
 
4.0

New to Junxure

I am new to Junxure and cannot attest to the excellence of all of its functions. The ones that I have used, however, have been very good.

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4 results - showing 1 - 4