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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
December 24, 2010
Frank Presson
View all my reviews (1)
Overall rating
3.8
Company
5.0
Technology Support
5.0
Reconcilliation
3.0
Financial Institution Interfaces
5.0
Reports
3.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
5.0
Integrations
3.0
Security
5.0
Hosting
3.0
Pricing
3.0
Portfolio Center works for me
Does a good job of keeping up with all of my portfolios. Have used them since 1993,
User Review
The Good
Does a good job of keeping up with all of my portfolios. Have used them since 1993,
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CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.