Reviews written by rogerh417

2 results - showing 1 - 2  
 
 
Redtail CRM
CRM Software
rogerh417rogerh417   January 29, 2010
Overall rating 
 
 
3.4
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
3.0
Productivity  
 
 
4.0
Client Portal  
 
 
2.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
5.0

Good solid CRM for starting RIA's

I find this software adequate and very competitively priced. I believe they are continueing to develope the platform to meet the needs of today's advisor.

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The New Estate Planning Landscape
Webinars
rogerh417rogerh417   January 28, 2010
(Updated: January 28, 2010)
4.0
Average Attendee Rating
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2 results - showing 1 - 2