Reviews written by mitchosr

18 results - showing 1 - 18  
 
 
mitchosrmitchosr   October 07, 2019
Rating 
 
5.0

good except for the lack of Q&A

mitchosrmitchosr   September 09, 2019
Rating 
 
4.0

Leading indicators are declining when does Fritz think that momentum will change?

mitchosrmitchosr   June 10, 2019
Rating 
 
5.0

like it very much

mitchosrmitchosr   September 07, 2015
(Updated: September 07, 2015)
Rating 
 
5.0
Portfolio Management
mitchosrmitchosr   December 30, 2014
Overall rating 
 
2.7
Company 
 
4.0
Technology Support 
 
4.0
Reconcilliation 
 
3.0
Financial Institution Interfaces 
 
4.0
Reports 
 
4.0
Fixed Income 
 
4.0
Tax Lot Accounting 
 
4.0
Trading 
 
1.0
Integrations 
 
1.0
Security 
 
1.0
Hosting 
 
1.0
Pricing 
 
1.0

Portfolio Center

I'm looking for a substitute

mitchosrmitchosr   September 08, 2014
(Updated: September 08, 2014)
Rating 
 
5.0

-

mitchosrmitchosr   June 09, 2014
(Updated: June 09, 2014)
Rating 
 
5.0

-

mitchosrmitchosr   April 07, 2014
(Updated: April 07, 2014)
Rating 
 
5.0

Fritz, tactical asset allocators need your economic data to tell when to alter the client's asset allocation. MPT and rebalance is not enough if you want to retain clinets...

mitchosrmitchosr   March 10, 2014
(Updated: March 10, 2014)
Rating 
 
5.0

very good. did a good job answering questions

mitchosrmitchosr   November 11, 2013
(Updated: November 11, 2013)
Rating 
 
5.0

-

mitchosrmitchosr   October 24, 2013
(Updated: October 24, 2013)
Rating 
 
4.0

just enough to want more

mitchosrmitchosr   September 09, 2013
(Updated: September 09, 2013)
Rating 
 
5.0

little long--need time for Q&A

mitchosrmitchosr   August 12, 2013
(Updated: August 12, 2013)
Rating 
 
4.0

-

mitchosrmitchosr   July 18, 2013
(Updated: July 18, 2013)
Rating 
 
5.0

Good webinar! Please get back to me with ansers to my questions.

mitchosrmitchosr   June 13, 2013
(Updated: June 13, 2013)
Rating 
 
4.0

good basic discussion...would be good to do some omore illustrATION OF EACH ALTERNATIVE

18 results - showing 1 - 18