Reviews written by Vestpointe
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Great information. I always feel optimistic after hearing Fritz's presentations. I do sometimes wonder if he would ever be pessimistic and if it would be in time to do something...
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Great information as always.
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as usual, great information. I feel like it really helps me to know what the true economic numbers are doing rather than handpicked tidbits in the media.
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Very good information. I would very much like to see this information on an ongoing basis.
Vestpointe
August 13, 2010
Great Portfolio Management System and Analytical tools, limited on fixed income and CRM
They have a free download of the program for trial purposes from their website.
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great presentation, loved the slides, very interesting
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I enjoyed it. Not ready yet, but gave me a taste for what to look for. I would have like to have seen more screenshots of how they work and...
Vestpointe
January 14, 2010
Good reporting program
I have been using the program for 5 years now. It is a quality program that will make your reporting look professional with color reports with graphs and pie charts....
Vestpointe
January 13, 2010
Outlook for email, contacts and calendar but that's about it
good for email, calendar, contacts but that's about it
Vestpointe
January 06, 2010
Very comprehensive, best for data aggregation and running models
I highly recommend the program for comprehensive financial planning and wealth management. Especially for tech savvy clients.
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good webinar. I was hoping to see some actual step by step instruction on how to do this in some of the more popular software such as Outlook. It did...
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