Reviews written by thomasg952

3 results - showing 1 - 3  
 
 
The New Form ADV Part 2
Webinars
thomasg952thomasg952   November 11, 2010
(Updated: November 11, 2010)
4.0
Average Attendee Rating
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I am currently working on ADV part 2 and the presenters disclosed some areas which I must make more specific and others which I did not know I must provide....

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ACT
CRM Software
thomasg952thomasg952   March 30, 2010
Overall rating 
 
 
1.2
Company  
 
 
1.0
Software Support  
 
 
1.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
1.0
Productivity  
 
 
1.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
1.0
Pricing 
 
 
3.0

Muscle bound

I am actively looking for something else.

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A Roundup Of Leading Advisor CRM Systems
Webinars
thomasg952thomasg952   February 11, 2010
(Updated: February 11, 2010)
3.0
Average Attendee Rating
Poor Average Excellent

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3 results - showing 1 - 3