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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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Review Detail
PortfolioCenter
Hot
Portfolio Management
by
a4a-manage
September 01, 2009
August 07, 2012
markstempel
Top 1000 Reviewer
View all my reviews (14)
Overall rating
3.7
Company
4.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
5.0
Reports
3.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
4.0
Security
3.0
Hosting
4.0
Pricing
4.0
Best for the money
Great with FSS
User Review
The Good
Integrates with TRX
The Bad
Reports not as client friendly as Morningstar
The Bottom Line
Would never use in house only with 3rd party
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Fritz
Meyer, Bob Keebler, and Craig
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