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Home
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CFP Ethics Class
Purchased Electives
Reviews written by donnaj850
1 results - showing 1 - 1
PortfolioCenter
Portfolio Management
donnaj850
April 07, 2011
Overall rating
3.8
Company
4.0
Technology Support
4.0
Reconcilliation
5.0
Financial Institution Interfaces
3.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
2.0
Integrations
3.0
Security
4.0
Hosting
4.0
Pricing
4.0
Somewhat difficult learning curve
Overall I am pleased
Read Review
Comments (0)
1 results - showing 1 - 1
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You'll be emailed a discount coupon for $30 off the
CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.