Reviews written by anthonys404

3 results - showing 1 - 3  
 
 
Retirement Distribution And Tax Planning Strategies
Webinars
anthonys404anthonys404   July 18, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Good webinar with key points referenced

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PortfolioCenter
Portfolio Management
anthonys404anthonys404   March 08, 2013
Overall rating 
 
 
4.1
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
4.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
4.0

No Problems

Very functional. Now use Portfolio Web Service

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Working With Women Of Wealth
Webinars
anthonys404anthonys404   March 07, 2013
(Updated: March 07, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

Intellectually open and honest.

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3 results - showing 1 - 3