Reviews written by madlex

7 results - showing 1 - 7  
 
 
How Advisors Can Create And Share Videos
Webinars
madlexmadlex   April 18, 2013
(Updated: April 18, 2013)
5.0
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Thanks for this. It was a timely webinar for me.

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Morningstar Office
Portfolio Management
madlexmadlex   January 22, 2013
Overall rating 
 
 
2.8
Company 
 
 
3.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
2.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
2.0

We had it and dropped it

see above

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Tax Strategies For Business Owners
Webinars
madlexmadlex   June 21, 2012
(Updated: June 21, 2012)
5.0
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Great content.

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Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals
Webinars
madlexmadlex   March 08, 2012
(Updated: March 08, 2012)
5.0
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Poor Average Excellent

Very helpful thanks

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Modern Portfolio Theory Is Alive And Well And Here's How To Use It Right Now
Webinars
madlexmadlex   February 17, 2011
(Updated: February 17, 2011)
5.0
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Really very well thought out and well presented.

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The New Form ADV Part 2
Webinars
madlexmadlex   November 11, 2010
(Updated: November 11, 2010)
5.0
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Very good overview.`

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7 results - showing 1 - 7