Reviews written by vschiavi

7 results - showing 1 - 7  
 
 
vschiavivschiavi   May 14, 2015
(Updated: May 14, 2015)
Rating 
 
 
4.0

My problems are with the CPA questions. One seminar i attended I was listening to it and missed 2 pop up questions. This time the 1st question asked me to...

vschiavivschiavi   May 11, 2015
(Updated: May 11, 2015)
Rating 
 
 
5.0

Excellent

vschiavivschiavi   May 11, 2015
(Updated: May 11, 2015)
Rating 
 
 
5.0

Excellent. Now that was worth my time. It's the first time I heard Fritz and i am glad he is part of the webinar series.

vschiavivschiavi   April 23, 2015
(Updated: April 23, 2015)
Rating 
 
 
4.0

Well, I missed the first 2 questions because I was listening to my phone and not paying attention to the screen. You could ask me the questions again and maybe...

Financial Planning
vschiavivschiavi   October 30, 2013
Overall rating 
 
 
3.5
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
2.0
Estate Planning 
 
 
2.0

MPG review

See above

CRM Software
vschiavivschiavi   September 02, 2010
Overall rating 
 
 
2.3
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
2.0
Security  
 
 
3.0
Pricing 
 
 
3.0

Company unresponsive to requests to upgrade product - not unusual for software providers.

Would like to see more responsiveness when user improvements are suggested.

vschiavivschiavi   May 06, 2010
(Updated: May 06, 2010)
Rating 
 
 
3.0

Would have preferred a seminar on new rewuirements in effect for RIAs as of march, 2010. There are new custody definition concerns. he did not go over them...

7 results - showing 1 - 7