Reviews written by jeffm630

7 results - showing 1 - 7  
 
 
jeffm630jeffm630   August 28, 2018
Rating 
 
 
5.0

I'm looking forward to the webinars that include real return and inflation adjustments.

jeffm630jeffm630   February 07, 2018
(Updated: February 07, 2018)
Rating 
 
 
4.0

Great review of key changes in the tax law.

jeffm630jeffm630   December 13, 2017
(Updated: December 13, 2017)
Rating 
 
 
4.0

Interesting information, but I'm not sure how it will apply to client meetings. Maybe some of it can be added.

jeffm630jeffm630   November 18, 2012
(Updated: November 18, 2012)
Rating 
 
 
4.0

Good information on investment and finance related taxes.

jeffm630jeffm630   October 10, 2011
(Updated: October 10, 2011)
Rating 
 
 
4.0

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jeffm630jeffm630   July 28, 2011
(Updated: July 28, 2011)
Rating 
 
 
4.0

Good information on where planning is heading.

Portfolio Management
jeffm630jeffm630   March 23, 2011
Overall rating 
 
 
4.3
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
4.0
Integrations 
 
 
4.0
Security 
 
 
5.0
Hosting 
 
 
4.0
Pricing 
 
 
4.0

Solid product for portfolio management.

Good product.

7 results - showing 1 - 7