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CFP Ethics Class
Purchased Electives
Review Detail
Advent Axys
Portfolio Management
by Guest October 20, 2009
August 09, 2010
carnold@thesavantgroup.com
View all my reviews (2)
Overall rating
4.0
Company
4.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
4.0
Integrations
4.0
Security
4.0
Hosting
4.0
Pricing
4.0
good
good
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You'll be emailed a discount coupon for $30 off the
CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.