Reviews written by ericm205

26 results - showing 1 - 25  
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ericm205ericm205   January 24, 2018
(Updated: January 24, 2018)
5.0
Average Attendee Rating
Poor Average Excellent

Great.

ericm205ericm205   June 21, 2017
(Updated: June 21, 2017)
5.0
Average Attendee Rating
Poor Average Excellent
ericm205ericm205   June 04, 2017
(Updated: June 04, 2017)
5.0
Average Attendee Rating
Poor Average Excellent
ericm205ericm205   May 08, 2017
(Updated: May 08, 2017)
5.0
Average Attendee Rating
Poor Average Excellent
ericm205ericm205   March 23, 2017
(Updated: March 23, 2017)
5.0
Average Attendee Rating
Poor Average Excellent
ericm205ericm205   March 15, 2017
(Updated: March 15, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Really great. Very interesting tool

ericm205ericm205   February 22, 2017
(Updated: February 22, 2017)
5.0
Average Attendee Rating
Poor Average Excellent
ericm205ericm205   July 18, 2013
(Updated: July 18, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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Financial Planning
ericm205ericm205   July 26, 2012
Overall rating 
 
 
4.1
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
5.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
3.0

Covers most planning needs; G3 is a significant improvement

.

ericm205ericm205   April 30, 2012
2.0
Average Attendee Rating
Poor Average Excellent

Where's the beef?

You can safely skip this webinar which doesn't answer any questions. Mr. Gadenne is a cheerleader for The RIIA and it shows. With your new found...

ericm205ericm205   March 08, 2012
(Updated: March 08, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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ericm205ericm205   February 09, 2012
(Updated: February 09, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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ericm205ericm205   October 27, 2011
(Updated: October 27, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

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ericm205ericm205   September 08, 2011
(Updated: September 08, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

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ericm205ericm205   August 11, 2011
(Updated: August 11, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

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ericm205ericm205   May 19, 2011
(Updated: May 19, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

He did a great job!

ericm205ericm205   February 17, 2011
(Updated: February 17, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

He was great. easy to listen to. Easy to understand.

ericm205ericm205   February 10, 2011
(Updated: February 10, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

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ericm205ericm205   October 28, 2010
(Updated: October 28, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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ericm205ericm205   October 07, 2010
(Updated: October 07, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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ericm205ericm205   September 30, 2010
(Updated: September 30, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

Good info on a complex topic.

CRM Software
ericm205ericm205   June 14, 2010
Overall rating 
 
 
4.1
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
5.0
Insurance Tracking  
 
 
5.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
1.0
Integration  
 
 
4.0
Security  
 
 
1.0
Pricing 
 
 
5.0

Great software and support;

.

Portfolio Management
ericm205ericm205   June 12, 2010
Overall rating 
 
 
2.8
Company 
 
 
3.0
Technology Support 
 
 
1.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
1.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
1.0

hate it.

.

ericm205ericm205   May 13, 2010
(Updated: May 13, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

-

ericm205ericm205   April 15, 2010
(Updated: April 15, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

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26 results - showing 1 - 25  
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