Reviews written by successful71
12 results - showing 1 - 12
1.0 |
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4.0 |
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I felt it provided valuable information to help grow my business.
4.0 |
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I thought it was good and wanted more. Time was too short. Please have Kevin again.
4.0 |
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good
4.0 |
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I think it was a good presentation. The information was very helpful and informative.
Portfolio Management
successful71
April 12, 2010
Overall rating
2.8
Company
4.0
Technology Support
4.0
Reconcilliation
1.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
1.0
Tax Lot Accounting
1.0
Trading
1.0
Integrations
4.0
Security
3.0
Hosting
3.0
Pricing
3.0
Morningstar Office
Overall, I like the program.
CRM Software
successful71
February 05, 2010
Overall rating
1.6
Company
4.0
Software Support
1.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
1.0
Productivity
1.0
Client Portal
1.0
Integration
1.0
Security
1.0
Pricing
4.0
Please keep in mind that I do not use a robust version of Office
I use it for managing my meetings only no other CRM functions.
Webinars
5.0 |
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I thought it was a good presentation.
4.0 |
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Webinars
3.0 |
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I believe focusing on 1 process and following that all the way through to show how going paperless specifically works. Even though there may not have been a lot...
Webinars
3.0 |
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| Average Attendee Rating | ||
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12 results - showing 1 - 12
