Reviews written by Diane

So much material was covered and this is not my strong suit. However, I do want / need to learn more for 2 clients. Sure the slides and...

Excellent, but still trying to find out where to get the full set of slides.

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Bob had too many slides he did not get to. Left me feeling that I missed a lot of important information. Seemed ill-prepared or just using materials from...

Expanded on other presentations I have attended. Have saved the slides for further review.

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Really good overview.

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Good, but unclear what the software does. Is it similar to a rebalancing tool like Tamarac w/ order generation??? Looking forward to its introduction.

Great overview of what is a complex process in very limited amount of time. Will be following up on what's available and seeing if we can do some things...

should add more asset classes

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Best available, especially at the price

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