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CE Webinars
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CFP Ethics Class
Purchased Electives
Reviews written by BRUCE
1 results - showing 1 - 1
Principia CAMS (formerly dbCams)
Portfolio Management
BRUCE
August 16, 2010
Overall rating
3.0
Company
3.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
2.0
Fixed Income
2.0
Tax Lot Accounting
2.0
Trading
2.0
Integrations
3.0
Security
3.0
Hosting
2.0
Pricing
5.0
seems frozen-no real new enhancements in several years-poor graphs
Waiting for Morningstar to commit fully to the product or kill it.
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Comments (0)
1 results - showing 1 - 1
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You'll be emailed a discount coupon for $30 off the
CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.