Reviews written by richardf760

2 results - showing 1 - 2  
 
 
Silver Financial Planner
Financial Planning
richardf760richardf760   February 11, 2010
Overall rating 
 
 
3.2
Company 
 
 
3.0
Interface 
 
 
3.0
Integration 
 
 
2.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
3.0

Good for quick summaries

Like the ease dislike the final look

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Microsoft Outlook
CRM Software
richardf760richardf760   February 10, 2010
Overall rating 
 
 
1.9
Company  
 
 
3.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
2.0
Security  
 
 
2.0
Pricing 
 
 
1.0

Decent application for the money

Not ideal for all facets of business but would not be able to operate without it.

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2 results - showing 1 - 2