Reviews written by mosteven

2 results - showing 1 - 2  
 
 
Redtail CRM
CRM Software
mostevenmosteven   April 26, 2010
Overall rating 
 
 
2.8
Company  
 
 
3.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
2.0
Productivity  
 
 
3.0
Client Portal  
 
 
3.0
Integration  
 
 
1.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Where's the integration with eMoney?

Looking to go back to Outlook with some sort of CRM plug-in

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eMoney
Financial Planning
mostevenmosteven   April 26, 2010
Overall rating 
 
 
3.6
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

e-Money - Good product with many useful features

NFM

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2 results - showing 1 - 2