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As Always it goes much longer that expected. I had to leave as a result. Please try to adhere to the one hour limit.
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Always find Fritz a clear concise speaker.
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Always invaluable info and insights.
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Comprehensive and always breaking new ground in its developement as a premier planning tool. I'll fill in more when I have time.
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Less andy more Wade
See The Bad section.
The only thing I missed putting above is the ongoing effort of MS to create a robust financial planning tool integrated into the Advisor Workstation. The current tool is woefully...
I have been using Protracker for about 6 months now and find it a very robust tool for managing my office and clients. Because I am a one man operation...