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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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Review Detail
eMoney
Hot
Financial Planning
by Guest October 20, 2009
April 04, 2011
Merion
View all my reviews (1)
Overall rating
3.3
Company
4.0
Interface
4.0
Integration
4.0
Pricing
2.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
eMoney review
Good company moving in the right direction with intregration.
User Review
The Good
like the company and their direction
The Bad
pricing is high
The Bottom Line
very good tool for financial planning focused advisors looking for one tool to gather all relevant client data
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