Reviews written by ptlyon

4 results - showing 1 - 4 Results per page:
 
A New Approach To Safe Retirement Withdrawal Rates (Event)
 

Great material!

0 of 0 people found the following review helpful
Really enjoyed this conversation. Very enlightening.
Rating:
 
 5.0
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ptlyon Reviewed by ptlyon
February 16, 2013

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Data Security For Financial Advisors (Event)
 

Great session!

0 of 0 people found the following review helpful
Very worthwhile.
Rating:
 
 5.0
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ptlyon Reviewed by ptlyon
February 14, 2013

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Black Diamond Reporting
Portfolio Management
 

I like Black Diamond reporting for our practice

0 of 0 people found the following review helpful
Works well for me, especially coming from the wire house environment nearly four years ago.
Overall rating: 
 
 3.7
Company:
 
 4.0
Technology Support:
 
 4.0
Reconcilliation:
 
 4.0
Financial Institution Interfaces:
 
 4.0
Reports:
 
 4.0
Fixed Income:
 
 3.0
Tax Lot Accounting:
 
 3.0
Trading:
 
 3.0
Integrations:
 
 4.0
Security:
 
 4.0
Hosting:
 
 3.0
Pricing:
 
 4.0
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ptlyon Reviewed by ptlyon
July 09, 2012

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Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update (Event)
 

0 of 0 people found the following review helpful
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Rating:
 
 4.0
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ptlyon Reviewed by ptlyon
July 06, 2012

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Last updated: July 06, 2012
 
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