Reviews written by Jayne Ferrante

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CRM Software
Jayne FerranteJayne Ferrante   July 30, 2010
Overall rating 
 
 
3.6
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
3.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
3.0

An internal Practice structure for an RIA that makes your work flow and automates many tasks.

I don't use the client portal.

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