Reviews written by SEBCFP

Fritz Meyer Economic And Investment Update, June 2016

Webinars

SEBCFP June 13, 2016
(Updated: June 13, 2016)

5.0
Average Attendee Rating
Poor	Average	Excellent

Very detailed

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Fritz Meyer's 4Q2015 Roundup (2 CPE credits)

Webinars

SEBCFP January 11, 2016
(Updated: January 11, 2016)

5.0
Average Attendee Rating
Poor	Average	Excellent

Great!

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Fritz Meyer Economic And Investment Update, December 2015

Webinars

SEBCFP December 07, 2015
(Updated: December 07, 2015)

5.0
Average Attendee Rating
Poor	Average	Excellent

good

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The Math Of Retirement

Webinars

SEBCFP December 03, 2015
(Updated: December 03, 2015)

4.0
Average Attendee Rating
Poor	Average	Excellent

Very useful

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Fritz Meyer Economic And Investment Update, September 2015

Webinars

SEBCFP September 07, 2015
(Updated: September 07, 2015)

5.0
Average Attendee Rating
Poor	Average	Excellent

Great!

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Craig Israelsen Special Market Coverage

Webinars

SEBCFP August 24, 2015
(Updated: August 24, 2015)

4.0
Average Attendee Rating
Poor	Average	Excellent

Good

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Fritz Meyer Economic And Investment Update, August 2015

Webinars

SEBCFP August 10, 2015
(Updated: August 10, 2015)

4.0
Average Attendee Rating
Poor	Average	Excellent

Good

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Fritz Meyer's 2Q2015 Analysis Webinar -- Two CE Credits

Webinars

SEBCFP April 13, 2015
(Updated: April 13, 2015)

5.0
Average Attendee Rating
Poor	Average	Excellent

good

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Fritz Meyer Economic And Investment Update, December 2014

Webinars

SEBCFP December 08, 2014
(Updated: December 08, 2014)

5.0
Average Attendee Rating
Poor	Average	Excellent

Very good

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Fritz Meyer's 4Q2014 Analysis Webinar -- Two CE Credits

Webinars

SEBCFP October 13, 2014
(Updated: October 13, 2014)

4.0
Average Attendee Rating
Poor	Average	Excellent

-

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Fritz Meyer's Third Quarter Roundup On Economics And Investments -- Two CE Credits

Webinars

SEBCFP July 07, 2014
(Updated: July 07, 2014)

5.0
Average Attendee Rating
Poor	Average	Excellent

Great

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Fritz Meyer Economic And Investment Update, June 2014 (Two CE credits)*

Webinars

SEBCFP June 09, 2014
(Updated: June 09, 2014)

5.0
Average Attendee Rating
Poor	Average	Excellent

good

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Fritz Meyer Economic And Investment Update, April 2014

Webinars

SEBCFP April 07, 2014
(Updated: April 07, 2014)

4.0
Average Attendee Rating
Poor	Average	Excellent

Great information

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With A Correction Upon Us, Fritz Meyer Economic And Investment Update; February 2014

Webinars

SEBCFP February 10, 2014
(Updated: February 10, 2014)

4.0
Average Attendee Rating
Poor	Average	Excellent

-

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Fritz Meyer Economic And Investment Update, January 2014

Webinars

SEBCFP January 13, 2014
(Updated: January 13, 2014)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

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Fritz Meyer Economic And Investment Update, October 2013

Webinars

SEBCFP October 07, 2013
(Updated: October 07, 2013)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

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Fritz Meyer Economic And Investment Update, August 2013

Webinars

SEBCFP August 12, 2013
(Updated: August 12, 2013)

4.0
Average Attendee Rating
Poor	Average	Excellent

good

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How Advisors Can Create And Share Videos

Webinars

SEBCFP April 18, 2013
(Updated: April 18, 2013)

4.0
Average Attendee Rating
Poor	Average	Excellent

-

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Keebler On 2013 Tax Law Changes

Webinars

SEBCFP January 13, 2013
(Updated: January 13, 2013)

4.0
Average Attendee Rating
Poor	Average	Excellent

Very good

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Monthly Economic Update And Investment Outlook From Fritz Meyer For September 2012

Webinars

SEBCFP September 10, 2012
(Updated: September 10, 2012)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

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Monthly Economic Update And Investment Outlook From Fritz Meyer For August 2012

Webinars

SEBCFP August 13, 2012
(Updated: August 13, 2012)

5.0
Average Attendee Rating
Poor	Average	Excellent

Very good.

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Monthly Economic Update And Investment Outlook From Fritz Meyer For July 2012

Webinars

SEBCFP July 09, 2012
(Updated: July 09, 2012)

4.0
Average Attendee Rating
Poor	Average	Excellent

Very good information

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Principia CAMS (formerly dbCams)

Portfolio Management

SEBCFP May 08, 2012

Overall rating

3.9

Company

4.0

Technology Support

3.0

Reconcilliation

4.0

Financial Institution Interfaces

5.0

Reports

4.0

Fixed Income

3.0

Tax Lot Accounting

4.0

Trading

3.0

Integrations

5.0

Security

5.0

Hosting

3.0

Pricing

4.0

Very good portfolio accounting and reporting system.

We've been using dbCAMS+ since early 1990 and long before MorningStar purchased the company, so we have a long history with them. It will be interesting to see what MorningStar...

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MoneyGuidePro

Financial Planning

SEBCFP May 03, 2012

Overall rating

4.6

Company

5.0

Interface

5.0

Integration

5.0

Pricing

4.0

Monte Carlo Simulation

5.0

Taxes

5.0

Asset Allocation

4.0

LTC-College Planning

4.0

Estate Planning

4.0

Great Planning Program!!!!!

I've used just about all of them, For me and my clients, this works.

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