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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 09, 2015
tpm@cornerstone
View all my reviews (2)
Overall rating
3.8
Company
4.0
Technology Support
4.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
3.0
Fixed Income
4.0
Tax Lot Accounting
5.0
Trading
1.0
Integrations
3.0
Security
5.0
Hosting
3.0
Pricing
3.0
Good - could be great
Good.
Needs to improve integrations and reports
User Review
The Good
Most of the functions are good.
The Bad
Reports
The Bottom Line
Solid product with few shortcomings
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Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.