Reviews written by Vestpointe

30 results - showing 1 - 25  
 
 
VestpointeVestpointe   January 11, 2021
10
Average Attendee Rating
Poor Average Excellent

Great info as usual!

VestpointeVestpointe   November 18, 2020
10
Average Attendee Rating
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Very good information. Not sure if presenting the technical details to clients is helpful. Knowing what the historical results say definitely is. and having the information is available. Also, might...

VestpointeVestpointe   July 08, 2020
10
Average Attendee Rating
Poor Average Excellent

Great information and analysis.

VestpointeVestpointe   May 20, 2020
10
Average Attendee Rating
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Great summary of these rules and issues.

VestpointeVestpointe   April 29, 2020
9.0
Average Attendee Rating
Poor Average Excellent

Very interesting data. I am wondering what the key takeaways are according to Craig? To me I think the key data was at the end where the different portfolios are...

VestpointeVestpointe   January 08, 2020
10
Average Attendee Rating
Poor Average Excellent

Great information and thought provoking for good planning.

VestpointeVestpointe   August 12, 2019
5.0
Average Attendee Rating
Poor Average Excellent

Great information as usual. Really helps keep things in perspective vs. what we hear in the news every day.

VestpointeVestpointe   July 24, 2019
5.0
Average Attendee Rating
Poor Average Excellent

Great summary of trust taxation.

VestpointeVestpointe   June 11, 2015
(Updated: June 11, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
VestpointeVestpointe   February 09, 2015
(Updated: February 09, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

I understand that Fritz has gotten a lot of heat for going over on time. However, it seems sticking to one hour is pretty difficult without leaving out important information....

VestpointeVestpointe   December 11, 2014
(Updated: December 11, 2014)
5.0
Average Attendee Rating
Poor Average Excellent
VestpointeVestpointe   November 10, 2014
(Updated: November 10, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

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VestpointeVestpointe   August 11, 2014
(Updated: August 11, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

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VestpointeVestpointe   May 12, 2014
(Updated: May 12, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

Great information. I always feel optimistic after hearing Fritz's presentations. I do sometimes wonder if he would ever be pessimistic and if it would be in time to do something...

VestpointeVestpointe   March 10, 2014
(Updated: March 10, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

Great information as always.

VestpointeVestpointe   September 09, 2013
(Updated: September 09, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

as usual, great information. I feel like it really helps me to know what the true economic numbers are doing rather than handpicked tidbits in the media.

VestpointeVestpointe   July 08, 2013
(Updated: July 08, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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VestpointeVestpointe   December 10, 2012
(Updated: December 10, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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VestpointeVestpointe   November 10, 2011
(Updated: November 10, 2011)
5.0
Average Attendee Rating
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VestpointeVestpointe   July 11, 2011
(Updated: July 11, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Very good information. I would very much like to see this information on an ongoing basis.

Portfolio Management
VestpointeVestpointe   August 13, 2010
Overall rating 
 
 
4.2
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
2.0
Integrations 
 
 
2.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
4.0

Great Portfolio Management System and Analytical tools, limited on fixed income and CRM

They have a free download of the program for trial purposes from their website.

VestpointeVestpointe   March 04, 2010
(Updated: March 04, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

great presentation, loved the slides, very interesting

VestpointeVestpointe   February 11, 2010
(Updated: February 11, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

I enjoyed it. Not ready yet, but gave me a taste for what to look for. I would have like to have seen more screenshots of how they work and...

Portfolio Management
VestpointeVestpointe   January 14, 2010
Overall rating 
 
 
3.3
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
1.0
Integrations 
 
 
1.0
Security 
 
 
4.0
Hosting 
 
 
1.0
Pricing 
 
 
5.0

Good reporting program

I have been using the program for 5 years now. It is a quality program that will make your reporting look professional with color reports with graphs and pie charts....

30 results - showing 1 - 25