Reviews written by CollieFP

5 results - showing 1 - 5 Results per page:
 
The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now (Event)
 

0 of 0 people found the following review helpful
Very informative. One of the best a4a webinars I've participated in.
Rating:
 
 5.0
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CollieFP Reviewed by CollieFP
January 13, 2012

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Last updated: January 13, 2012
 
2012 Compliance Priorities For RIAs (Event)
 

0 of 0 people found the following review helpful
Boring but critical topic. Thanks for addressing it. Good presentation and I added a couple of things to my CRM task flow!
Rating:
 
 5.0
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CollieFP Reviewed by CollieFP
January 06, 2012

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Last updated: January 06, 2012
 
The New Form ADV Part 2 (Event)
 

0 of 0 people found the following review helpful
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Rating:
 
 4.0
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CollieFP Reviewed by CollieFP
November 12, 2010

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Last updated: November 12, 2010
 
ProTracker
CRM Software
 

Pro Tracker Advantage has helped me manage client relationships in a highly efficient manner

0 of 0 people found the following review helpful
Good program
Overall rating: 
 
 3.6
Company :
 
 5.0
Software Support :
 
 5.0
Investment Tracking :
 
 2.0
Insurance Tracking :
 
 3.0
Workflow Management :
 
 5.0
Productivity :
 
 5.0
Client Portal :
 
 1.0
Integration :
 
 2.0
Security :
 
 4.0
Pricing:
 
 4.0
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CollieFP Reviewed by CollieFP
December 02, 2009

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Morningstar Office
Portfolio Management
 

Morningstar Office Edition

0 of 0 people found the following review helpful
The breadth of Morningstar Office makes it very efficient in managing my business and clients' accounts.
Overall rating: 
 
 3.8
Company:
 
 5.0
Technology Support:
 
 5.0
Reconcilliation:
 
 5.0
Financial Institution Interfaces:
 
 5.0
Reports:
 
 4.0
Fixed Income:
 
 4.0
Tax Lot Accounting:
 
 5.0
Trading:
 
 1.0
Integrations:
 
 2.0
Security:
 
 5.0
Hosting:
 
 1.0
Pricing:
 
 3.0
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CollieFP Reviewed by CollieFP
November 11, 2009

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