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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
February 08, 2010
garnets989
Top 1000 Reviewer
View all my reviews (8)
Overall rating
4.2
Company
5.0
Technology Support
4.0
Reconcilliation
5.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
5.0
Trading
4.0
Integrations
3.0
Security
5.0
Hosting
4.0
Pricing
4.0
Relatively easy to use and train
None
User Review
The Good
It's easy for new staff members to learn.
The Bottom Line
It's our program of choice.
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CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.