Reviews written by kellym317

3 results - showing 1 - 3  
 
 
What Financial Advisors Must Know About Retirement Income Tax Planning
Webinars
kellym317kellym317   June 25, 2015
(Updated: June 25, 2015)
4.0
Average Attendee Rating
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Fritz Meyer Economic And Investment Update, March 2015
Webinars
kellym317kellym317   March 09, 2015
(Updated: March 09, 2015)
5.0
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Poor Average Excellent
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Orion Advisor Services
Portfolio Management
kellym317kellym317   June 11, 2014
Overall rating 
 
 
3.5
Company 
 
 
5.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
5.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
2.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

great innovative company to work with

Great overall, certain areas they have not be able to deliver on, but we do know they are working on finding a solution, which may be a partnership, but their...

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3 results - showing 1 - 3