Reviews written by meridianfinancial

67 results - showing 51 - 67  
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meridianfinancialmeridianfinancial   October 25, 2012
(Updated: October 25, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

great material that needs to be repeated at regular intervals.

meridianfinancialmeridianfinancial   October 08, 2012
(Updated: October 08, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

very informative

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

very informative as always

meridianfinancialmeridianfinancial   September 06, 2012
(Updated: September 06, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

timely

meridianfinancialmeridianfinancial   May 07, 2012
(Updated: May 07, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

I love these webinars. He brings in other data I don't look at such as BEA data and the Economist cover. I am hesitating on the slides becasue I don't...

meridianfinancialmeridianfinancial   April 09, 2012
(Updated: April 09, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Great. Covered tons of angles to evaluate where we are and help us develop our investment thesis going forward. I look at many of the same charts but really appreciate...

meridianfinancialmeridianfinancial   January 12, 2012
(Updated: January 12, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent timely and informative. I have one DB/DC plan and want to approach other small plans for ALL the reasons he stated. My plan was paying 3% from Lincoln and...

meridianfinancialmeridianfinancial   September 12, 2011
(Updated: September 12, 2011)
5.0
Average Attendee Rating
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Extrmemly informative, to the point, very useful

Portfolio Management
meridianfinancialmeridianfinancial   February 18, 2011
Overall rating 
 
 
3.9
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
2.0
Integrations 
 
 
2.0
Security 
 
 
5.0
Hosting 
 
 
2.0
Pricing 
 
 
3.0

has allowed me to be much more efficient. very happy

My practice is so much more efficient with this product. They welcome feedback and continuously udate the software.

meridianfinancialmeridianfinancial   October 21, 2010
(Updated: October 21, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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meridianfinancialmeridianfinancial   September 23, 2010
(Updated: September 23, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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meridianfinancialmeridianfinancial   November 19, 2009
(Updated: November 19, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

recommendations for software solutions

meridianfinancialmeridianfinancial   July 16, 2009
(Updated: July 16, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

I love these webinars. He brings in other data I don't look at such as BEA data and the Economist cover. I am hesitating on the slides becasue I don't...

meridianfinancialmeridianfinancial   July 16, 2009
(Updated: July 16, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

Great. Covered tons of angles to evaluate where we are and help us develop our investment thesis going forward. I look at many of the same charts but really appreciate...

meridianfinancialmeridianfinancial   May 21, 2009
(Updated: May 21, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

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meridianfinancialmeridianfinancial   April 30, 2009
(Updated: April 30, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

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meridianfinancialmeridianfinancial   April 23, 2009
(Updated: April 23, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

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67 results - showing 51 - 67  
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