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CFP Ethics Class
Purchased Electives
Reviews written by Frank Presson
1 results - showing 1 - 1
PortfolioCenter
Portfolio Management
Frank Presson
December 24, 2010
Overall rating
3.8
Company
5.0
Technology Support
5.0
Reconcilliation
3.0
Financial Institution Interfaces
5.0
Reports
3.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
5.0
Integrations
3.0
Security
5.0
Hosting
3.0
Pricing
3.0
Portfolio Center works for me
Does a good job of keeping up with all of my portfolios. Have used them since 1993,
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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.