Reviews written by kleonard

15 results - showing 1 - 15  
 
 
kleonardkleonard   September 06, 2012
(Updated: September 06, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

Good content a little difficult to follow.

kleonardkleonard   August 13, 2012
(Updated: August 13, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

good discussion re: the topic.

kleonardkleonard   July 26, 2012
(Updated: July 26, 2012)
3.0
Average Attendee Rating
Poor Average Excellent

Not a bad webinar, too much time spent on the other tools. As Rob said "those could be for another webinar".

kleonardkleonard   July 12, 2012
(Updated: July 12, 2012)
3.0
Average Attendee Rating
Poor Average Excellent

Barry was very knowledgeable and there was a lot of good information, but I found it difficult to follow.

kleonardkleonard   July 12, 2012
(Updated: July 12, 2012)
3.0
Average Attendee Rating
Poor Average Excellent

Barry was very knowledgeable and there was a lot of good information, but I found it difficult to follow.

kleonardkleonard   June 07, 2012
(Updated: June 07, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

Good information, presented very well.

kleonardkleonard   June 07, 2012
(Updated: June 07, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

Good information, presented very well.

Portfolio Management
kleonardkleonard   March 16, 2012
Overall rating 
 
 
4.0
Company 
 
 
4.0
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 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
4.0

Very good program for Asset Management

I like this program.

kleonardkleonard   March 08, 2012
(Updated: March 08, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

The content was great, Bob is very well versed and it sounds like he has a lot of valuable information to share. His presentation, however, seemed disjointed in places. He...

kleonardkleonard   December 01, 2011
(Updated: December 01, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Good information. I have heard Doug speak before his a wealth of knowledge.

kleonardkleonard   November 10, 2011
(Updated: November 10, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Good content and good information. Application tools would have been helpful.

Financial Planning
kleonardkleonard   January 21, 2011
Overall rating 
 
 
3.2
Company 
 
 
3.0
Interface 
 
 
3.0
Integration 
 
 
3.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Profiles

Your systems requires I rate the following feature; Integration, Monte Carlo Simulation, Taxes, LTC-College Planning and Estate Planning. I have not used these features in any significant way so my...

CRM Software
kleonardkleonard   December 03, 2010
Overall rating 
 
 
1.9
Company  
 
 
3.0
Software Support  
 
 
1.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
1.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
3.0
Pricing 
 
 
4.0

Reply

I can not give a truly fair assessment, I have nothing else to compare it to.

kleonardkleonard   December 02, 2010
(Updated: December 02, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

Good seminar, good information

15 results - showing 1 - 15