Reviews written by katiea703

4 results - showing 1 - 4  
 
 
Junxure
CRM Software
katiea703katiea703   January 07, 2010
Overall rating 
 
 
3.9
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
3.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
4.0

User Friendly

I always feel like we could better use Junxure, but I love the features that we do use.

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MoneyGuidePro
Financial Planning
katiea703katiea703   December 17, 2009
Overall rating 
 
 
3.3
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
2.0
Estate Planning 
 
 
3.0

A good program

NA

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Marketing And Compliance Essentials For A New RIA
Webinars
katiea703katiea703   December 16, 2009
(Updated: December 16, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

-

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After The Fall: Asset Allocation And Rebalancing
Webinars
katiea703katiea703   April 09, 2009
(Updated: April 09, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

It ran a little long.

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4 results - showing 1 - 4