Reviews written by mmarvin

12 results - showing 1 - 12  
 
 
mmarvinmmarvin   January 11, 2021
10
Average Attendee Rating
Poor Average Excellent

Clear and consistent message as always

mmarvinmmarvin   July 27, 2020
10
Average Attendee Rating
Poor Average Excellent

Had some valuable information.

mmarvinmmarvin   December 09, 2019
5.0
Average Attendee Rating
Poor Average Excellent

Wd love just a FEW targeted questions at the end if possible, but good stuff!

mmarvinmmarvin   December 04, 2019
4.0
Average Attendee Rating
Poor Average Excellent

Good, though Q & A def cd be improved for efficiency and relevance! Too much good and valuable info to focus on political what-ifs (just one opinion of course)...

mmarvinmmarvin   May 07, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Excellent slides, very helpful

mmarvinmmarvin   December 13, 2017
(Updated: December 13, 2017)
4.0
Average Attendee Rating
Poor Average Excellent

Just okay. Good macro themes but the first third of the presentation about perfect portfolios in hindsight wasn't really useful, to be honest. Keep 'em coming, though!...

mmarvinmmarvin   December 11, 2017
(Updated: December 11, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Good stuff. Dense, heady, interesting and valuable.

mmarvinmmarvin   August 30, 2017
(Updated: August 30, 2017)
4.0
Average Attendee Rating
Poor Average Excellent
mmarvinmmarvin   November 07, 2013
(Updated: November 07, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

Good, hard to digest with so much info, but very helpful

mmarvinmmarvin   October 31, 2013
(Updated: October 31, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

Good presentation, straightforward, helpful background. Looking forward to seeing the slides for add'l review

Portfolio Management
mmarvinmmarvin   February 11, 2011
Overall rating 
 
 
3.9
Company 
 
 
3.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
5.0
Hosting 
 
 
4.0
Pricing 
 
 
4.0

After major missteps in development, this is ready for use

Good value for the small and midsize independent firm.

mmarvinmmarvin   October 29, 2009
(Updated: October 29, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

Really great info...too much for one hour!

12 results - showing 1 - 12