Reviews written by jamesm704

3 results - showing 1 - 3  
 
 
Advisor Compliance Update
Webinars
jamesm704jamesm704   April 15, 2010
(Updated: April 15, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Great, one of the most informative presentations on the subject I have heard and fit into a relatively short time frame, very worthwhile.

Read Review Comments (0)
A Roundup Of Leading Advisor CRM Systems
Webinars
jamesm704jamesm704   February 11, 2010
(Updated: February 11, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

It was good, but I am now looking at a CRM that wasn't really covered.

Read Review Comments (0)
Junxure
CRM Software
jamesm704jamesm704   February 10, 2010
Overall rating 
 
 
4.1
Company  
 
 
5.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
4.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
5.0
Productivity  
 
 
4.0
Client Portal  
 
 
4.0
Integration  
 
 
3.0
Security  
 
 
5.0
Pricing 
 
 
4.0

Overall a great CRM solution for advisors

I have been using the software for about 2 years and have been very happy with it, but I am a small firm so I don't think I can fully...

Read Review Comments (0)
3 results - showing 1 - 3