Reviews written by PHugh23239

9 results - showing 1 - 9  
 
 
PHugh23239PHugh23239   June 08, 2020
7.0
Average Attendee Rating
Poor Average Excellent
PHugh23239PHugh23239   March 11, 2019
5.0
Average Attendee Rating
Poor Average Excellent

great perspective.

PHugh23239PHugh23239   February 11, 2019
5.0
Average Attendee Rating
Poor Average Excellent
PHugh23239PHugh23239   November 08, 2016
(Updated: November 08, 2016)
5.0
Average Attendee Rating
Poor Average Excellent
PHugh23239PHugh23239   August 11, 2014
(Updated: August 11, 2014)
4.0
Average Attendee Rating
Poor Average Excellent

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PHugh23239PHugh23239   April 08, 2013
(Updated: April 08, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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PHugh23239PHugh23239   October 08, 2012
(Updated: October 08, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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PHugh23239PHugh23239   July 09, 2012
(Updated: July 09, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent

Portfolio Management
PHugh23239PHugh23239   May 24, 2012
Overall rating 
 
 
3.3
Company 
 
 
3.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
3.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
2.0
Integrations 
 
 
4.0
Security 
 
 
5.0
Hosting 
 
 
4.0
Pricing 
 
 
1.0

IAS

Planning and Reports could be better. Not designed by a Financial Planner, so it is cumbersome to get all the detail.

9 results - showing 1 - 9