Reviews written by kirkl415

40 results - showing 26 - 40  
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Fritz Meyer Economic And Investment Update, February 2016
Webinars
kirkl415kirkl415   February 08, 2016
(Updated: February 08, 2016)
4.0
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Fritz Meyer Economic And Investment Update, December 2015
Webinars
kirkl415kirkl415   December 07, 2015
(Updated: December 07, 2015)
5.0
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Fritz Meyer Economic And Investment Update, September 2015
Webinars
kirkl415kirkl415   September 07, 2015
(Updated: September 07, 2015)
4.0
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Poor Average Excellent
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Fritz Meyer Economic And Investment Update, November 2014
Webinars
kirkl415kirkl415   November 10, 2014
(Updated: November 10, 2014)
5.0
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Poor Average Excellent

-

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Fritz Meyer Economic And Investment Update, May 2014
Webinars
kirkl415kirkl415   May 12, 2014
(Updated: May 12, 2014)
4.0
Average Attendee Rating
Poor Average Excellent

-

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Fritz Meyer Economic And Investment Update, March 2014
Webinars
kirkl415kirkl415   March 10, 2014
(Updated: March 10, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

-

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eMoney
Financial Planning
kirkl415kirkl415   September 18, 2013
Overall rating 
 
 
3.5
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
2.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
3.0

eMoney Great platform

Enjoy working with eMoney and their platform. Clients find it very easy to understand

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Black Diamond Reporting
Portfolio Management
kirkl415kirkl415   September 18, 2013
Overall rating 
 
 
3.6
Company 
 
 
4.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
3.0

Black Diamond

Good platorm a bit pricey

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Fritz Meyer Economic And Investment Update, August 2013
Webinars
kirkl415kirkl415   August 12, 2013
(Updated: August 12, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

-

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Fritz Meyer's Economic Update And Investment Outlook For January 2013
Webinars
kirkl415kirkl415   January 07, 2013
(Updated: January 07, 2013)
4.0
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Year End Income Tax Planning
Webinars
kirkl415kirkl415   September 06, 2012
(Updated: September 06, 2012)
5.0
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Understanding The 3.8% Excise Tax
Webinars
kirkl415kirkl415   August 02, 2012
(Updated: August 02, 2012)
5.0
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very good and timely

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Taxation Of Securities Transactions
Webinars
kirkl415kirkl415   May 10, 2012
(Updated: May 10, 2012)
5.0
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July 2011 Economy Update With Fritz Meyer
Webinars
kirkl415kirkl415   July 11, 2011
(Updated: July 11, 2011)
5.0
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Poor Average Excellent

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June 2011 Economy Update From Fritz Meyer
Webinars
kirkl415kirkl415   June 06, 2011
(Updated: June 06, 2011)
5.0
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Poor Average Excellent

Very good

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40 results - showing 26 - 40  
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