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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
January 11, 2013
foothillplanner
Top 50 Reviewer
View all my reviews (129)
Overall rating
4.8
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
5.0
Tax Lot Accounting
4.0
Trading
5.0
Integrations
4.0
Security
5.0
Hosting
5.0
Pricing
5.0
Started with Centerpiece and am happy I stayed!
Great way to keep on top of client account activity.
User Review
The Good
After using the software for over 13 years, I find it still superior.
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CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.