Reviews written by CPowell

47 results - showing 26 - 47  
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CPowellCPowell   September 28, 2016
(Updated: September 28, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

I am concerned that a lot of his portfolio is back-tested. I'd like to see real time results.

CPowellCPowell   August 16, 2016
(Updated: August 16, 2016)
5.0
Average Attendee Rating
Poor Average Excellent
CPowellCPowell   August 08, 2016
(Updated: August 08, 2016)
5.0
Average Attendee Rating
Poor Average Excellent
CPowellCPowell   July 27, 2016
(Updated: July 27, 2016)
5.0
Average Attendee Rating
Poor Average Excellent
CPowellCPowell   July 19, 2016
(Updated: July 19, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

I am unclear if this applies to E3 subscriptions. If so, the screenshots do not match what I see when I try to duplicate. Perhaps a 'hands-on', very...

CPowellCPowell   December 15, 2015
(Updated: December 15, 2015)
4.0
Average Attendee Rating
Poor Average Excellent

Good overview of the product. Information overload right now.

Financial Planning
CPowellCPowell   December 19, 2013
Overall rating 
 
 
4.1
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
3.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
5.0

Fast. Easy to use.

Long time user. It works well for me.

CPowellCPowell   December 10, 2012
(Updated: December 10, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent. Relevant.

CPowellCPowell   November 18, 2012
(Updated: November 18, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Timely. Well organized.

CPowellCPowell   September 10, 2012
(Updated: September 10, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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CPowellCPowell   August 13, 2012
(Updated: August 13, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Indispensible.

CPowellCPowell   January 09, 2012
(Updated: January 09, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

Balanced, clear, insightful as usual.

CPowellCPowell   November 07, 2011
(Updated: November 07, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

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CPowellCPowell   August 08, 2011
(Updated: August 08, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

I liked the up-to-the-minute slides. Fritz reminds me of what is important and thus helps keep me focused. Someday I'll be able to afford his subscription in my...

CPowellCPowell   July 28, 2011
(Updated: July 28, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Not long enough.

CPowellCPowell   July 11, 2011
(Updated: July 11, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

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CPowellCPowell   May 09, 2011
(Updated: May 09, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

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CPowellCPowell   April 14, 2011
(Updated: April 14, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Very useful and clear. I appreciate your ad lib.

CPowellCPowell   February 03, 2011
(Updated: February 03, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Audio problem but it was resolved. The webinar was very informative and immediately useful for my practice.

Portfolio Management
CPowellCPowell   October 14, 2010
Overall rating 
 
 
4.6
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
5.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
3.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Hosting 
 
 
4.0
Pricing 
 
 
4.0

Great product. Always improving. Great support.

I have use the Office Edition for three years and find it works very well for my one person planning firm. Great research and reports. Good aggregation and...

CPowellCPowell   September 08, 2010
(Updated: September 08, 2010)
3.0
Average Attendee Rating
Poor Average Excellent

slides were disappointing. hard to read. Jeff did not have his skill set for the webinar. Brian did a great job ad libbing. Both know their stuff....

CRM Software
CPowellCPowell   May 24, 2010
Overall rating 
 
 
1.5
Company  
 
 
2.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
2.0
Productivity  
 
 
2.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
1.0
Pricing 
 
 
2.0

Adequate CRM for a small one person office

NOthing to add.

47 results - showing 26 - 47  
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