Reviews written by garyk616

2 results - showing 1 - 2 Results per page:
 
The Death Of Buy & Hold Has Been Greatly Exaggerated (Event)
 

0 of 0 people found the following review helpful
It was very challenging and is motivating me to re-think the issue of picking well-performing Funds & Fund managers.
Rating:
 
 5.0
Was this review helpful to you?
Yes No
garyk616 Reviewed by garyk616
January 07, 2011

Report this review
 
Last updated: January 07, 2011
 
ACT
CRM Software
 

ACT! 9.0 with Act4Advisors - a Decent App for a Sole Practitioner

0 of 0 people found the following review helpful
Bottom line for me is that it's better than the app I had previously used--Goldmine, which was clunky. So ACT! (used with Act4Advisors) is a decent app for a sole practitioner.
Overall rating: 
 
 2.5
Company :
 
 2.0
Software Support :
 
 2.0
Investment Tracking :
 
 2.0
Insurance Tracking :
 
 2.0
Workflow Management :
 
 4.0
Productivity :
 
 4.0
Client Portal :
 
 1.0
Integration :
 
 2.0
Security :
 
 3.0
Pricing:
 
 3.0
Was this review helpful to you?
Yes No
garyk616 Reviewed by garyk616
December 09, 2009

Report this review
 
 
2 results - showing 1 - 2
Powered by jReviews

Login