Reviews written by mitchosr

19 results - showing 1 - 19  
 
 
mitchosrmitchosr   November 11, 2019
5.0
Average Attendee Rating
Poor Average Excellent

very good

mitchosrmitchosr   October 07, 2019
5.0
Average Attendee Rating
Poor Average Excellent

good except for the lack of Q&A

mitchosrmitchosr   September 09, 2019
4.0
Average Attendee Rating
Poor Average Excellent

Leading indicators are declining when does Fritz think that momentum will change?

mitchosrmitchosr   June 10, 2019
5.0
Average Attendee Rating
Poor Average Excellent

like it very much

mitchosrmitchosr   May 22, 2019
5.0
Average Attendee Rating
Poor Average Excellent
mitchosrmitchosr   January 14, 2019
5.0
Average Attendee Rating
Poor Average Excellent
mitchosrmitchosr   September 07, 2015
(Updated: September 07, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
Portfolio Management
mitchosrmitchosr   December 30, 2014
Overall rating 
 
 
2.7
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
1.0
Integrations 
 
 
1.0
Security 
 
 
1.0
Hosting 
 
 
1.0
Pricing 
 
 
1.0

Portfolio Center

I'm looking for a substitute

mitchosrmitchosr   September 08, 2014
(Updated: September 08, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

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mitchosrmitchosr   July 07, 2014
(Updated: July 07, 2014)
5.0
Average Attendee Rating
Poor Average Excellent
mitchosrmitchosr   June 09, 2014
(Updated: June 09, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

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mitchosrmitchosr   April 07, 2014
(Updated: April 07, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

Fritz, tactical asset allocators need your economic data to tell when to alter the client's asset allocation. MPT and rebalance is not enough if you want to retain clinets...

mitchosrmitchosr   March 10, 2014
(Updated: March 10, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

very good. did a good job answering questions

mitchosrmitchosr   November 11, 2013
(Updated: November 11, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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mitchosrmitchosr   October 24, 2013
(Updated: October 24, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

just enough to want more

mitchosrmitchosr   September 09, 2013
(Updated: September 09, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

little long--need time for Q&A

mitchosrmitchosr   August 12, 2013
(Updated: August 12, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

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mitchosrmitchosr   July 18, 2013
(Updated: July 18, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

Good webinar! Please get back to me with ansers to my questions.

mitchosrmitchosr   June 13, 2013
(Updated: June 13, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

good basic discussion...would be good to do some omore illustrATION OF EACH ALTERNATIVE

19 results - showing 1 - 19