Reviews written by anitao714

12 results - showing 1 - 12  
 
 
Oil, Gold, And Portfolio Design
Webinars
anitao714anitao714   May 19, 2011
(Updated: May 19, 2011)
5.0
Average Attendee Rating
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One of the best I've seen.

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May 2011 Economy Update From Fritz Meyer
Webinars
anitao714anitao714   May 09, 2011
(Updated: May 09, 2011)
5.0
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Good information, presented well

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The New Form ADV Part 2
Webinars
anitao714anitao714   November 11, 2010
(Updated: November 11, 2010)
5.0
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very timely and helpful - appreciated hearing what their fees would be

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Collaborating With Estate Planning Attorneys
Webinars
anitao714anitao714   August 05, 2010
(Updated: August 05, 2010)
5.0
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Lock In Loyalty With Continuous Client Service
Webinars
anitao714anitao714   July 29, 2010
(Updated: July 29, 2010)
4.0
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Poor Average Excellent

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The New Estate Planning Landscape
Webinars
anitao714anitao714   January 28, 2010
(Updated: January 28, 2010)
5.0
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lots of information...almost need more time for this topic.

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Advent Axys
Portfolio Management
anitao714anitao714   January 28, 2010
Overall rating 
 
 
3.3
Company 
 
 
3.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Accurate, detailed but very complicated with a long and steep learning curve

I use it because I don't know of anything better for performance reporting.

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What’s New At Schwab Performance Technologies?
Webinars
anitao714anitao714   January 21, 2010
(Updated: January 21, 2010)
3.0
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Speaker's pace and enunciion not the best - made it hard to understand the product well.. The difference between Pfolio Center and Pfolio Services was not clear. A slide listing...

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Privacy Law, Data Security And Financial Advisors
Webinars
anitao714anitao714   November 19, 2009
(Updated: November 19, 2009)
5.0
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EXCELLENT - EXTREMELY WELL PRESENTED. VERY HELPFUL.

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Junxure
CRM Software
anitao714anitao714   November 09, 2009
Overall rating 
 
 
4.0
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
3.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
5.0

Junxure has greatly enhanced our work flow both in terms of productivity and compliance.

Wish we would have been using this since we started our firm.

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Using Client Feedback To Drive Referrals
Webinars
anitao714anitao714   October 22, 2009
(Updated: October 22, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

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Using LinkedIn To Attract New Clients
Webinars
anitao714anitao714   April 30, 2009
(Updated: April 30, 2009)
3.0
Average Attendee Rating
Poor Average Excellent

-

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12 results - showing 1 - 12