Reviews written by krilogy

2 results - showing 1 - 2  
 
 
Ebix CRM (formerly E-Z Data SmartOffice)
CRM Software
krilogykrilogy   September 19, 2011
Overall rating 
 
 
4.6
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
5.0
Insurance Tracking  
 
 
5.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
5.0
Integration  
 
 
5.0
Security  
 
 
5.0
Pricing 
 
 
3.0

SmartOffice has been a huge success with our office and helps to keep track of every client detail.

I could not imagine not using SmartOffice as our CRM. Our company is much more efficient and productive because of it.

Read Review Comments (0)
eMoney
Financial Planning
krilogykrilogy   September 19, 2011
Overall rating 
 
 
3.7
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
2.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

eMoney is not only a valuable tool for our office but for our clients as well.

eMoney has been a useful tool for our office and our clients.

Read Review Comments (0)
2 results - showing 1 - 2