Reviews written by cindy@contourfinancial.com

Harold Evensky On What's New In Wealth Management

Webinars

cindy@contourfinancial.com July 28, 2011
(Updated: July 28, 2011)

5.0
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July 2011 Economy Update With Fritz Meyer

Webinars

cindy@contourfinancial.com July 11, 2011
(Updated: July 11, 2011)

5.0
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Estate And Financial Planning Client Intake: A Streamlined Values-Based Approach

Webinars

cindy@contourfinancial.com June 16, 2011
(Updated: June 16, 2011)

5.0
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An Updated Approach To Goal-Driven Investing

Webinars

cindy@contourfinancial.com June 09, 2011
(Updated: June 09, 2011)

5.0
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Crucial Concepts In Prudent Asset Allocation

Webinars

cindy@contourfinancial.com May 12, 2011
(Updated: May 12, 2011)

4.0
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May 2011 Economy Update From Fritz Meyer

Webinars

cindy@contourfinancial.com May 09, 2011
(Updated: May 09, 2011)

3.0
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April 2011 Economy Update With Fritz Meyer

Webinars

cindy@contourfinancial.com April 14, 2011
(Updated: April 14, 2011)

5.0
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Building A Better Balanced Portfolio

Webinars

cindy@contourfinancial.com April 07, 2011
(Updated: April 07, 2011)

5.0
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10 Tax-Efficient Strategies For Advisors To High-Net-Worth Investors

Webinars

cindy@contourfinancial.com March 03, 2011
(Updated: March 03, 2011)

5.0
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2011 Compliance Planning

Webinars

cindy@contourfinancial.com December 16, 2010
(Updated: December 16, 2010)

5.0
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The New Form ADV Part 2

Webinars

cindy@contourfinancial.com November 11, 2010
(Updated: November 11, 2010)

5.0
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Art And Collectibles Planning

Webinars

cindy@contourfinancial.com November 04, 2010
(Updated: November 04, 2010)

3.0
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Asset Protection Using Domestic Trusts

Webinars

cindy@contourfinancial.com October 21, 2010
(Updated: October 21, 2010)

5.0
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Creating Financial Plans Based On Economic Scenarios

Webinars

cindy@contourfinancial.com October 07, 2010
(Updated: October 07, 2010)

5.0
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Sin Stocks Are A Blessing In A Difficult Market

Webinars

cindy@contourfinancial.com September 08, 2010
(Updated: September 08, 2010)

5.0
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Rise Up From The Financial Crisis & Reclaim Your Power!

Webinars

cindy@contourfinancial.com August 26, 2010
(Updated: August 26, 2010)

5.0
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Collaborating With Estate Planning Attorneys

Webinars

cindy@contourfinancial.com August 05, 2010
(Updated: August 05, 2010)

5.0
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Compliant Social Media Marketing For Advisors

Webinars

cindy@contourfinancial.com July 08, 2010
(Updated: July 08, 2010)

5.0
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excellent topic!

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IAS - PM

Portfolio Management

cindy@contourfinancial.com July 02, 2010

Overall rating

4.2

Company

4.0

Technology Support

4.0

Reconcilliation

5.0

Financial Institution Interfaces

5.0

Reports

4.0

Fixed Income

4.0

Tax Lot Accounting

4.0

Trading

4.0

Integrations

4.0

Security

5.0

Hosting

4.0

Pricing

3.0

Great potential, even greater headaches!

IAS has great potential but as my husband says, it is way over-engineered. After nearly five years we still find this a difficult system to use.

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Conducting 401k Vendor Searches For Small Plan Sponsors

Webinars

cindy@contourfinancial.com June 24, 2010
(Updated: June 24, 2010)

4.0
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Roth IRA: Beyond The Basics

Webinars

cindy@contourfinancial.com June 10, 2010
(Updated: June 10, 2010)

5.0
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Appointing A Trust Protector To Improve Estate Plans

Webinars

cindy@contourfinancial.com June 03, 2010
(Updated: June 03, 2010)

5.0
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Deeper Client Connections Through The Power Of Story

Webinars

cindy@contourfinancial.com May 13, 2010
(Updated: May 13, 2010)

5.0
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Financial Services Reform Update

Webinars

cindy@contourfinancial.com May 06, 2010
(Updated: May 06, 2010)

4.0
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Secure Solutions To Protect Client Data And Comply With New Privacy Laws

Webinars

cindy@contourfinancial.com April 01, 2010
(Updated: April 01, 2010)

4.0
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