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Home
CE Webinars
Presentations
CFP Ethics Class
Purchased Electives
Reviews written by jeffcfp1
1 results - showing 1 - 1
Investigo
Portfolio Management
jeffcfp1
October 09, 2012
Overall rating
1.9
Company
2.0
Technology Support
1.0
Reconcilliation
1.0
Financial Institution Interfaces
2.0
Reports
2.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
1.0
Integrations
2.0
Security
2.0
Hosting
2.0
Pricing
2.0
Very static, no enhancements, poor response time, lack of seriousness in looking at problemsSt
as noted above.
Read Review
Comments (0)
1 results - showing 1 - 1
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You'll be emailed a discount coupon for $30 off the
CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.