Reviews written by LDG

4 results - showing 1 - 4  
 
 
Creating Tax-Alpha In Today's Interest And Tax Rate Environment
Webinars
LDGLDG   January 27, 2014
(Updated: January 27, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

excellent

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A Financial Planner's Guide To Energy Investing
Webinars
LDGLDG   December 05, 2013
(Updated: December 05, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

-

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Strategic Alliances With Accountants And Attorneys
Webinars
LDGLDG   October 03, 2013
(Updated: October 03, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

-

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Junxure
CRM Software
LDGLDG   March 28, 2010
Overall rating 
 
 
3.4
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
3.0
Integration  
 
 
4.0
Security  
 
 
3.0
Pricing 
 
 
3.0

Junxure keeps us organized and helps with communication

We have had Junxure almost two years and are still trying to figure out the best way for our firm to use it.

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4 results - showing 1 - 4