Reviews written by Sanders
6 results - showing 1 - 6
Financial Planning
Sanders
February 05, 2010
Overall rating
2.8
Company
5.0
Interface
1.0
Integration
1.0
Pricing
3.0
Monte Carlo Simulation
5.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
2.0
Estate Planning
2.0
Have used it from the beginning...it only gets better.
I have confidence in the software and find it very easy to use with clients. Clients like the access and some actually use it!
CRM Software
Sanders
February 05, 2010
Overall rating
1.5
Company
2.0
Software Support
1.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
2.0
Productivity
2.0
Client Portal
1.0
Integration
1.0
Security
1.0
Pricing
3.0
Basic but useful fo small practice.
Act is inexpensive and adequate for small hourly practice.
Webinars
3.0 |
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Very good...Bob is a little fast in delivery.
4.0 |
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Webinars
3.0 |
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5.0 |
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Begin on time if possible. Not a big deal ...am really enjoying the programs and appreciate the CE credits.
6 results - showing 1 - 6
