Reviews written by timferris

17 results - showing 1 - 17  
 
 
timferristimferris   May 24, 2016
(Updated: May 24, 2016)
Rating 
 
 
5.0

very, very good

timferristimferris   May 19, 2016
(Updated: May 19, 2016)
Rating 
 
 
4.0

Pithy subject. Lots to cover. Lots more to cover.

timferristimferris   May 12, 2016
(Updated: May 12, 2016)
Rating 
 
 
5.0

best yet--marvelous, for me

timferristimferris   April 07, 2016
(Updated: April 07, 2016)
Rating 
 
 
4.0

provoked some thought on my part

timferristimferris   August 26, 2015
(Updated: August 26, 2015)
Rating 
 
 
3.0

workmanlike

timferristimferris   August 24, 2015
(Updated: August 24, 2015)
Rating 
 
 
5.0

very helpful--great thought: "if you have enough money, you don't have to take much risk."

timferristimferris   August 23, 2015
(Updated: August 23, 2015)
Rating 
 
 
5.0

good on such short notice--helped put things into perspective quickly--will make me a better advisor tomorrow

timferristimferris   August 20, 2015
(Updated: August 20, 2015)
Rating 
 
 
5.0

excellent--thanks, I needed that...

timferristimferris   June 18, 2015
(Updated: June 18, 2015)
Rating 
 
 
4.0

nicely organized--I continue to be challenged enunciating vision, mission, and values

timferristimferris   June 11, 2015
(Updated: June 11, 2015)
Rating 
 
 
3.0

This is difficult to understand. This helped advance my understanding.

timferristimferris   April 23, 2015
(Updated: April 23, 2015)
Rating 
 
 
1.0

I couldn't get the speakers to work

timferristimferris   February 06, 2014
(Updated: February 06, 2014)
Rating 
 
 
4.0

Presenter seemed impatient with some of the professionals on the call--I empathize.

timferristimferris   December 19, 2013
(Updated: December 19, 2013)
Rating 
 
 
5.0

Wow. This is just what I needed to help wrap the year. My focus since December 7th has been on Atlas program 33, an oil and gas partnership that offers...

timferristimferris   November 25, 2013
(Updated: November 25, 2013)
Rating 
 
 
5.0

you have some of the best content here...

Portfolio Management
timferristimferris   November 08, 2013
Overall rating 
 
 
2.8
Company 
 
 
3.0
Technology Support 
 
 
2.0
Reconcilliation 
 
 
2.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
1.0
Integrations 
 
 
3.0
Security 
 
 
5.0
Hosting 
 
 
1.0
Pricing 
 
 
2.0

My clients' investments are 40% "non-classified" in Albridge.

I want a professional system.

timferristimferris   October 07, 2013
(Updated: October 07, 2013)
Rating 
 
 
5.0

That was great--among the best of presentations ever, for me. I've been in this business since 1982.

timferristimferris   November 30, -1
Rating 
 
 
3.0

This is difficult to understand. This helped advance my understanding.

17 results - showing 1 - 17