Reviews written by mamem

Practical Tips For RIAs To Move To The Cloud Compliantly

Webinars

mamem April 19, 2012
(Updated: April 19, 2012)

4.0
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Cloud Computing For RIAs: Compliance Tips And Practical Considerations When Moving Client Records

Webinars

mamem March 29, 2012
(Updated: March 29, 2012)

4.0
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Time Management For Investment Advisors

Webinars

mamem March 15, 2012
(Updated: March 15, 2012)

4.0
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Best Practices In Document Management

Webinars

mamem December 08, 2011
(Updated: December 08, 2011)

3.0
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Operational Technology Tips For Advisors

Webinars

mamem April 28, 2011
(Updated: April 28, 2011)

4.0
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Employment Law & Social Media: What Advisory Firm Owners Need To Know

Webinars

mamem March 10, 2011
(Updated: March 10, 2011)

4.0
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Getting Referrals Perpetually

Webinars

mamem January 20, 2011
(Updated: January 20, 2011)

5.0
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2011 Compliance Planning

Webinars

mamem December 16, 2010
(Updated: December 16, 2010)

4.0
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The Sky Isn't The Limit, You Are! Creating New Habits For 2011

Webinars

mamem November 18, 2010
(Updated: November 18, 2010)

3.0
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Managing Email Overload: Tips From An Email Best-Practices Consultant

Webinars

mamem September 23, 2010
(Updated: September 23, 2010)

4.0
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Portfolio Accounting & Performance Reporting Using BOSS—A PortfolioCenter Service Bureau

Webinars

mamem August 18, 2010
(Updated: August 18, 2010)

3.0
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Time Management For Advisors

Webinars

mamem July 15, 2010
(Updated: July 15, 2010)

4.0
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Junxure

CRM Software

mamem May 07, 2010

Overall rating

3.3

Company

4.0

Software Support

5.0

Investment Tracking

3.0

Insurance Tracking

1.0

Workflow Management

5.0

Productivity

4.0

Client Portal

1.0

Integration

1.0

Security

5.0

Pricing

4.0

Great software even for a small office.

Have really been pleased with the program and support.

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Four Challenges Plaguing Advisors And The Solutions

Webinars

mamem April 29, 2010
(Updated: April 29, 2010)

4.0
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Ms. McPhee is a great motivator. I think she even gave me a push in my personal life!

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Secure Solutions To Protect Client Data And Comply With New Privacy Laws

Webinars

mamem April 01, 2010
(Updated: April 01, 2010)

4.0
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Brian brought out some really great considerations that we will need to address.

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What’s New At Schwab Performance Technologies?

Webinars

mamem January 21, 2010
(Updated: January 21, 2010)

4.0
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Going Paperless 2.0

Webinars

mamem November 12, 2009
(Updated: November 12, 2009)

3.0
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2010 Compliance Planning For RIAs

Webinars

mamem October 29, 2009
(Updated: October 29, 2009)

5.0
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Great webinar! Gets you started thinking about the different issues to address.

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