Reviews written by Prince
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
excellent topic that needs further attention.
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Webinars
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
very good topic. thank you.
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
excellent overview.
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Portfolio Management
Prince
December 11, 2013
Overall rating
3.7
Company
4.0
Technology Support
3.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
3.0
Security
4.0
Hosting
4.0
Pricing
4.0
Not much of a choice out there
My custodian recommended this company and it does the job.
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
2.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
disappointed. not much substance.
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Webinars
3.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Too much selling of his firm during the presentation.
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Perhaps this webinar could be 2 hours long since Mr Meyer has a wealth of information that is usually cut short on these webinars. thanks.
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Financial Planning
Prince
April 26, 2013
Overall rating
3.1
Company
3.0
Interface
4.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
2.0
LTC-College Planning
3.0
Estate Planning
4.0
This is a valiant attempt to offer a comprehensive financial planning product
Emoney is making a name for itself.
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Covered large amount of information is too brief a time; but well-done.
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
