Reviews written by larryp801

4 results - showing 1 - 4  
 
 
Redtail CRM
CRM Software
larryp801larryp801   November 04, 2010
Overall rating 
 
 
3.7
Company  
 
 
4.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
2.0
Integration  
 
 
4.0
Security  
 
 
3.0
Pricing 
 
 
5.0

Redtail does what it should and improves client records and helps organize advisors

I enjoy using redtail.

Read Review Comments (0)
Conducting 401k Vendor Searches For Small Plan Sponsors
Webinars
larryp801larryp801   June 24, 2010
(Updated: June 24, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
What’s New At Schwab Performance Technologies?
Webinars
larryp801larryp801   January 21, 2010
(Updated: January 21, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
The 401k Upheaval And How It Affects Advisors
Webinars
larryp801larryp801   January 07, 2010
(Updated: January 07, 2010)
3.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
4 results - showing 1 - 4