Reviews written by golden mesa

26 results - showing 1 - 25 1 2 Results per page:
 
Portfolio Management
 

Black Diamond

0 of 0 people found the following review helpful
Not a bad choice but there may be more cost effective, flexible options.
Overall rating: 
 
3.8
Company:
 
5.0
Technology Support:
 
4.0
Reconcilliation:
 
5.0
Financial Institution Interfaces:
 
5.0
Reports:
 
3.0
Fixed Income:
 
5.0
Tax Lot Accounting:
 
5.0
Trading:
 
2.0
Integrations:
 
2.0
Security:
 
4.0
Hosting:
 
3.0
Pricing:
 
2.0
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golden mesa Reviewed by golden mesa
September 18, 2014

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Rating:
 
4.0
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golden mesa Reviewed by golden mesa
September 04, 2014

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Last updated: September 04, 2014
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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golden mesa Reviewed by golden mesa
May 08, 2014

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Last updated: May 08, 2014
 
 

0 of 0 people found the following review helpful
Very respectful of their audience. Can't wait to see their demo.
Rating:
 
4.0
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golden mesa Reviewed by golden mesa
April 10, 2014

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Last updated: April 10, 2014
 
 

0 of 0 people found the following review helpful
Very similar information to previous webinars.
Rating:
 
2.0
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golden mesa Reviewed by golden mesa
April 03, 2014

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Last updated: April 03, 2014
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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golden mesa Reviewed by golden mesa
February 27, 2014

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Last updated: February 27, 2014
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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golden mesa Reviewed by golden mesa
January 23, 2014

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Last updated: January 23, 2014
 
Financial Planning
 

A moving target

0 of 0 people found the following review helpful
Always improving.
Overall rating: 
 
4.0
Company :
 
4.0
Interface :
 
4.0
Integration :
 
5.0
Pricing :
 
4.0
Monte Carlo Simulation :
 
4.0
Taxes :
 
4.0
Asset Allocation :
 
3.0
LTC-College Planning :
 
4.0
Estate Planning:
 
4.0
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golden mesa Reviewed by golden mesa
January 17, 2014

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0 of 0 people found the following review helpful
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Rating:
 
4.0
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golden mesa Reviewed by golden mesa
January 16, 2014

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Last updated: January 16, 2014
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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golden mesa Reviewed by golden mesa
December 05, 2013

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Last updated: December 05, 2013
 
 

0 of 0 people found the following review helpful
I wish he would complete his presentation rather than just refer to the remaining "mystery" slides.
Rating:
 
5.0
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golden mesa Reviewed by golden mesa
November 25, 2013

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Last updated: November 25, 2013
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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golden mesa Reviewed by golden mesa
November 21, 2013

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Last updated: November 21, 2013
 
 

0 of 0 people found the following review helpful
Very good.
Rating:
 
5.0
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golden mesa Reviewed by golden mesa
November 07, 2013

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Last updated: November 07, 2013
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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golden mesa Reviewed by golden mesa
October 31, 2013

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Last updated: October 31, 2013
 
 

0 of 0 people found the following review helpful
Mr. Keebler is obviously very learned on these topics. However, his rapid jumping through the slides made this a less productive webinar than usual. Perhaps reducing the scope of the topic would be better, or a set of slides that is customized for the topic(s) and time. I can understand the one listener's request for slides. Usually I can follow along pretty well. This time l think the slides should be offered generally because of the nature of the presentation.
Rating:
 
3.0
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golden mesa Reviewed by golden mesa
October 24, 2013

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Last updated: October 24, 2013
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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golden mesa Reviewed by golden mesa
October 10, 2013

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Last updated: October 10, 2013
 
 

0 of 0 people found the following review helpful
Great info! What do we need to do for CPA credit?
Rating:
 
4.0
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golden mesa Reviewed by golden mesa
October 07, 2013

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Last updated: October 07, 2013
 
 

0 of 0 people found the following review helpful
I was hoping for a few more take-aways. Maybe I have just sought the holy grail on this topic for too long!
Rating:
 
4.0
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golden mesa Reviewed by golden mesa
March 15, 2012

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Last updated: March 15, 2012
 
 

0 of 0 people found the following review helpful
I always like these
Rating:
 
4.0
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golden mesa Reviewed by golden mesa
January 09, 2012

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Last updated: January 09, 2012
 
 

0 of 0 people found the following review helpful
I love it when there are actionable items!
Rating:
 
5.0
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golden mesa Reviewed by golden mesa
April 28, 2011

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Last updated: April 28, 2011
 
 

0 of 0 people found the following review helpful
timely!
Rating:
 
4.0
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golden mesa Reviewed by golden mesa
May 06, 2010

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Last updated: May 06, 2010
 
 

Good presentation and great resource

0 of 0 people found the following review helpful
I always learn a great deal from Bob Keebler.
Rating:
 
5.0
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golden mesa Reviewed by golden mesa
February 08, 2010

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0 of 0 people found the following review helpful
Please give Andy a mic for the Q & A. Very hard to hear.
Rating:
 
3.0
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golden mesa Reviewed by golden mesa
January 07, 2010

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Last updated: January 07, 2010
 
 

0 of 0 people found the following review helpful
The audio was very choppy today. (Lack of bandwidth?)
Rating:
 
4.0
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golden mesa Reviewed by golden mesa
November 05, 2009

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Last updated: November 05, 2009
 
CRM Software
 

The ultimate in flexibility

0 of 0 people found the following review helpful
I have been able to customize ACT! over the last 12 years to grow with my company and adapt to workflow changes.
Overall rating: 
 
3.2
Company :
 
5.0
Software Support :
 
5.0
Investment Tracking :
 
1.0
Insurance Tracking :
 
2.0
Workflow Management :
 
5.0
Productivity :
 
5.0
Client Portal :
 
1.0
Integration :
 
1.0
Security :
 
2.0
Pricing:
 
5.0
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golden mesa Reviewed by golden mesa
October 30, 2009

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26 results - showing 1 - 25 1 2 Results per page:
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