Reviews written by lynns330

4 results - showing 1 - 4  
 
 
MoneyGuidePro
Financial Planning
lynns330lynns330   November 19, 2011
Overall rating 
 
 
3.2
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
2.0

Insurance Need Lacking

There are other programs I like better for the "what if" scenarios. My purpose was to provide to clients to use the play zone feature.

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The History Of Manager Due Diligence And Where We Went Wrong
Webinars
lynns330lynns330   February 10, 2011
(Updated: February 10, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Thoroughly enjoyed fresh information. Will take awhile to absorb some powerful new concepts.

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Redtail CRM
CRM Software
lynns330lynns330   November 20, 2010
Overall rating 
 
 
3.4
Company  
 
 
4.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
1.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
5.0

Redtail Review

Great value. Like that it integrates with Outlook calendar. Support is wonderful.

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Collaborating With Estate Planning Attorneys
Webinars
lynns330lynns330   August 05, 2010
(Updated: August 05, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Provided good insight for the other perspective.

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4 results - showing 1 - 4