Reviews written by jpsilvajr

8 results - showing 1 - 8  
 
 
Creating Financial Plans Based On Economic Scenarios
Webinars
jpsilvajrjpsilvajr   October 07, 2010
(Updated: October 07, 2010)
4.0
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Four Challenges Plaguing Advisors And The Solutions
Webinars
jpsilvajrjpsilvajr   April 29, 2010
(Updated: April 29, 2010)
5.0
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ACT4ADVISORS
CRM Software
jpsilvajrjpsilvajr   April 07, 2010
Overall rating 
 
 
2.4
Company  
 
 
2.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
2.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
2.0
Pricing 
 
 
5.0

Act 4 Advisors

I was looking to go with Redtail or Ebix as the next (and hopefully) final step. However, my BD is looking to go with salesforce. I am not sure if...

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Secure Solutions To Protect Client Data And Comply With New Privacy Laws
Webinars
jpsilvajrjpsilvajr   April 01, 2010
(Updated: April 01, 2010)
4.0
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How To Talk To Clients In A Post-Crisis World
Webinars
jpsilvajrjpsilvajr   March 18, 2010
(Updated: March 18, 2010)
5.0
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New Opportunities For Advisors In 401ks
Webinars
jpsilvajrjpsilvajr   February 25, 2010
(Updated: February 25, 2010)
4.0
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ETFs: The Good, Bad and Misunderstood
Webinars
jpsilvajrjpsilvajr   February 18, 2010
(Updated: February 18, 2010)
4.0
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Compliance Issues Posed By LinkedIn, Blogs, And Social Networking
Webinars
jpsilvajrjpsilvajr   April 02, 2009
(Updated: April 02, 2009)
5.0
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8 results - showing 1 - 8