Reviews written by e js918

19 results - showing 1 - 19  
 
 
e js918e js918   January 26, 2012
(Updated: January 26, 2012)
Rating 
 
 
4.0

I think one of the best I've heard through A4A.

e js918e js918   January 05, 2012
(Updated: January 05, 2012)
Rating 
 
 
4.0

Very timely and useful for year end planning

e js918e js918   December 01, 2011
(Updated: December 01, 2011)
Rating 
 
 
4.0

One of the better A4A webinars

e js918e js918   August 04, 2011
(Updated: August 04, 2011)
Rating 
 
 
3.0

I think this particular webinar was a sales pitch for bond funds. Once we heard that the study was based on funds, the dynamics change. I think it...

e js918e js918   June 06, 2011
(Updated: June 06, 2011)
Rating 
 
 
4.0

Good overview

e js918e js918   April 14, 2011
(Updated: April 14, 2011)
Rating 
 
 
4.0

Other than the phone glitch, informative.

e js918e js918   March 17, 2011
(Updated: March 17, 2011)
Rating 
 
 
5.0

Great possibilities with this product

e js918e js918   March 03, 2011
(Updated: March 03, 2011)
Rating 
 
 
4.0

Timely

e js918e js918   February 10, 2011
(Updated: February 10, 2011)
Rating 
 
 
3.0

I had expected more qualitative expertise that might be a little more useful for manager selection for alternatives as well as standard equity managers.

e js918e js918   January 27, 2011
(Updated: January 27, 2011)
Rating 
 
 
4.0

It was one of the better ones from the standpoint of useful education.

e js918e js918   January 06, 2011
(Updated: January 06, 2011)
Rating 
 
 
3.0

Fine, but disagreed with the presenter

e js918e js918   December 02, 2010
(Updated: December 02, 2010)
Rating 
 
 
4.0

It was a bit long, but covered significant material

e js918e js918   November 11, 2010
(Updated: November 11, 2010)
Rating 
 
 
4.0

It was up to date and informative, but I would like a little more on state regulation.

e js918e js918   October 28, 2010
(Updated: October 28, 2010)
Rating 
 
 
4.0

Great add in to planning

e js918e js918   June 10, 2010
(Updated: June 10, 2010)
Rating 
 
 
4.0

IT was the most educational concerning the whole roth conversion scenario that I have heard to date.

e js918e js918   January 21, 2010
(Updated: January 21, 2010)
Rating 
 
 
4.0

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Portfolio Management
e js918e js918   November 03, 2009
Overall rating 
 
 
3.3
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
4.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Have been using it since we started the firm and we have seen improvement

NA

CRM Software
e js918e js918   November 02, 2009
Overall rating 
 
 
3.7
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
3.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Junxure has served us well for the last eight years and we have probably only used 60% of it.

It would be nice if this tool would function more directly with trading.

e js918e js918   October 29, 2009
(Updated: October 29, 2009)
Rating 
 
 
4.0

-

19 results - showing 1 - 19