Reviews written by davidk100

3 results - showing 1 - 3  
 
 
New Tax Law Requires New Year-End Tactics
Webinars
davidk100davidk100   November 30, 2017
(Updated: November 30, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Great stuff. Gonna be a crazy year end.

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PortfolioCenter
Portfolio Management
davidk100davidk100   September 02, 2014
Overall rating 
 
 
4.1
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
5.0

I've used PC since it was a DOS version of Centerpiece. Works for us.

We like PC

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An Advisor's Guide To The Proper Use Of Life Insurance
Webinars
davidk100davidk100   February 20, 2014
(Updated: February 20, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

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3 results - showing 1 - 3