Reviews written by CollieFP

5 results - showing 1 - 5  
 
 
The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now
Webinars
CollieFPCollieFP   January 12, 2012
(Updated: January 12, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Very informative. One of the best a4a webinars I've participated in.

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2012 Compliance Priorities For RIAs
Webinars
CollieFPCollieFP   January 05, 2012
(Updated: January 05, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Boring but critical topic. Thanks for addressing it. Good presentation and I added a couple of things to my CRM task flow!

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The New Form ADV Part 2
Webinars
CollieFPCollieFP   November 11, 2010
(Updated: November 11, 2010)
4.0
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Poor Average Excellent

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ProTracker
CRM Software
CollieFPCollieFP   December 02, 2009
Overall rating 
 
 
3.6
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
1.0
Integration  
 
 
2.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Pro Tracker Advantage has helped me manage client relationships in a highly efficient manner

Good program

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Morningstar Office
Portfolio Management
CollieFPCollieFP   November 11, 2009
Overall rating 
 
 
3.8
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
1.0
Integrations 
 
 
2.0
Security 
 
 
5.0
Hosting 
 
 
1.0
Pricing 
 
 
3.0

Morningstar Office Edition

The breadth of Morningstar Office makes it very efficient in managing my business and clients' accounts.

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5 results - showing 1 - 5