Reviews written by Will

4 results - showing 1 - 4  
 
 
WillWill   July 24, 2014
(Updated: July 24, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

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Financial Planning
WillWill   July 17, 2014
Overall rating 
 
 
3.2
Company 
 
 
3.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

good. could be better with more integration to crm

good. could be better with more integration to crm

WillWill   April 11, 2013
(Updated: April 11, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

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WillWill   January 31, 2013
(Updated: January 31, 2013)
2.0
Average Attendee Rating
Poor Average Excellent

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4 results - showing 1 - 4