Reviews written by jims330

10 results - showing 1 - 10 Results per page:
 
Albridge Solutions
Portfolio Management
 

User friendly, clients like reports

0 of 0 people found the following review helpful
Reports are client-friendly
Overall rating: 
 
 4.0
Company:
 
 4.0
Technology Support:
 
 5.0
Reconcilliation:
 
 4.0
Financial Institution Interfaces:
 
 5.0
Reports:
 
 4.0
Fixed Income:
 
 3.0
Tax Lot Accounting:
 
 4.0
Trading:
 
 3.0
Integrations:
 
 5.0
Security:
 
 5.0
Hosting:
 
 3.0
Pricing:
 
 3.0
Was this review helpful to you?
Yes No
jims330 Reviewed by jims330
February 28, 2013

Report this review
 
 
Year End Income Tax Planning (Event)
 

0 of 0 people found the following review helpful
Very worthwhile tax info.
Rating:
 
 5.0
Was this review helpful to you?
Yes No
jims330 Reviewed by jims330
September 07, 2012

Report this review
 
Last updated: September 07, 2012
 
Understanding The 3.8% Excise Tax (Event)
 

0 of 0 people found the following review helpful
Great
Rating:
 
 5.0
Was this review helpful to you?
Yes No
jims330 Reviewed by jims330
August 03, 2012

Report this review
 
Last updated: August 03, 2012
 
Time Management For Investment Advisors (Event)
 

0 of 0 people found the following review helpful
-
Rating:
 
 3.0
Was this review helpful to you?
Yes No
jims330 Reviewed by jims330
March 16, 2012

Report this review
 
Last updated: March 16, 2012
 
Income & Estate Tax Strategies For The Year (Event)
 

0 of 0 people found the following review helpful
Bob is always extremely informative.
Rating:
 
 5.0
Was this review helpful to you?
Yes No
jims330 Reviewed by jims330
February 03, 2012

Report this review
 
Last updated: February 03, 2012
 
Year-End Tax Planning For Financial Advisors (Event)
 

0 of 0 people found the following review helpful
Bob should have focused on fewer topics.
Rating:
 
 4.0
Was this review helpful to you?
Yes No
jims330 Reviewed by jims330
October 28, 2011

Report this review
 
Last updated: October 28, 2011
 
Collaborating With Estate Planning Attorneys (Event)
 

0 of 0 people found the following review helpful
Wanted to hear more about how to approach attorneys.
Rating:
 
 3.0
Was this review helpful to you?
Yes No
jims330 Reviewed by jims330
August 06, 2010

Report this review
 
Last updated: August 06, 2010
 
Roth IRA: Beyond The Basics (Event)
 

0 of 0 people found the following review helpful
Bob is always informative, have him more often.
Rating:
 
 5.0
Was this review helpful to you?
Yes No
jims330 Reviewed by jims330
June 11, 2010

Report this review
 
Last updated: June 11, 2010
 
Redtail CRM
CRM Software
 

I was an ACT! user, switched to Redtail; it seems to do almost everything I need. Very pleased

0 of 0 people found the following review helpful
It allows me to no longer worry about the steps of my process and focus on the client. It's a great time saver once it's set up properly.
Overall rating: 
 
 3.5
Company :
 
 4.0
Software Support :
 
 5.0
Investment Tracking :
 
 1.0
Insurance Tracking :
 
 1.0
Workflow Management :
 
 3.0
Productivity :
 
 5.0
Client Portal :
 
 4.0
Integration :
 
 4.0
Security :
 
 3.0
Pricing:
 
 5.0
Was this review helpful to you?
Yes No
jims330 Reviewed by jims330
May 25, 2010

Report this review
 
 
10 results - showing 1 - 10
Powered by jReviews

Login