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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 21, 2014
AHC
View all my reviews (2)
Overall rating
3.3
Company
4.0
Technology Support
4.0
Reconcilliation
3.0
Financial Institution Interfaces
4.0
Reports
2.0
Fixed Income
2.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
3.0
Security
5.0
Hosting
3.0
Pricing
3.0
Portfolio Center Review
Overall a good package
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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.