Reviews written by ChadCFP

14 results - showing 1 - 14  
 
 
ChadCFPChadCFP   July 09, 2012
(Updated: July 09, 2012)
Rating 
 
 
3.0

Too technical,

ChadCFPChadCFP   June 28, 2012
(Updated: June 28, 2012)
Rating 
 
 
5.0

Edelman is very opinionated, and while he has some relevant points, his points are a contradiction in terms. He defines arrogant while also being spot on, on several issues....

ChadCFPChadCFP   March 08, 2012
(Updated: March 08, 2012)
Rating 
 
 
5.0

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ChadCFPChadCFP   November 07, 2011
(Updated: November 07, 2011)
Rating 
 
 
5.0

-

ChadCFPChadCFP   October 13, 2011
(Updated: October 13, 2011)
Rating 
 
 
5.0

Don Trone is a great presenter

ChadCFPChadCFP   June 16, 2011
(Updated: June 16, 2011)
Rating 
 
 
4.0

Good stuff

ChadCFPChadCFP   December 16, 2010
(Updated: December 16, 2010)
Rating 
 
 
5.0

Good stuff, nice to see the Securities America refugee has moved on to bigger and BETTER things.

ChadCFPChadCFP   October 28, 2010
(Updated: October 28, 2010)
Rating 
 
 
5.0

Good stuff, and a personal story that captivates!

ChadCFPChadCFP   October 14, 2010
(Updated: October 14, 2010)
Rating 
 
 
3.0

Other than trumping three alternatives, there wasn't much here I didn't already know.

ChadCFPChadCFP   September 30, 2010
(Updated: September 30, 2010)
Rating 
 
 
4.0

Good stuff...Roth IRA conversion items are a repeat.

Portfolio Management
ChadCFPChadCFP   September 27, 2010
Overall rating 
 
 
4.8
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
5.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
5.0

A great business partner

.

ChadCFPChadCFP   June 10, 2010
(Updated: June 10, 2010)
Rating 
 
 
5.0

Great topic!

ChadCFPChadCFP   April 15, 2010
(Updated: April 15, 2010)
Rating 
 
 
4.0

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14 results - showing 1 - 14