Reviews written by stevenw224

3 results - showing 1 - 3  
 
 
Morningstar Office
Portfolio Management
stevenw224stevenw224   May 27, 2011
Overall rating 
 
 
4.3
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
4.0

Great one-stop shop

A very good integrated solution.

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Collaborating With Estate Planning Attorneys
Webinars
stevenw224stevenw224   August 05, 2010
(Updated: August 05, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

As an advisor who is about to begin a major marketing push and develop an estate planning attorney referral network, this session was profoundly valuable. I have three pages...

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Lock In Loyalty With Continuous Client Service
Webinars
stevenw224stevenw224   July 29, 2010
(Updated: July 29, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

One golden nugget is all anyone hopes for in any presentation. The Pinnacle Wealth Planning Services Client Service Roadmap was that nugget. Outstanding. The Power Point tip...

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3 results - showing 1 - 3