Reviews written by kklund

93 results - showing 76 - 93  
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kklundkklund   May 11, 2015
(Updated: May 11, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
kklundkklund   March 09, 2015
(Updated: March 09, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
kklundkklund   February 12, 2015
(Updated: February 12, 2015)
3.0
Average Attendee Rating
Poor Average Excellent
kklundkklund   February 09, 2015
(Updated: February 09, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Fritz just does a fantastic job month after month of putting us straight on the data. Very helpful.

kklundkklund   January 08, 2015
(Updated: January 08, 2015)
3.0
Average Attendee Rating
Poor Average Excellent
kklundkklund   August 11, 2014
(Updated: August 11, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

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kklundkklund   July 07, 2014
(Updated: July 07, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

Very helpful to have the longer time period to cover the extra material.

kklundkklund   May 12, 2014
(Updated: May 12, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

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kklundkklund   March 10, 2014
(Updated: March 10, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

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kklundkklund   February 06, 2014
(Updated: February 06, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

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kklundkklund   January 09, 2014
(Updated: January 09, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

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kklundkklund   December 09, 2013
(Updated: December 09, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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kklundkklund   September 09, 2013
(Updated: September 09, 2013)
5.0
Average Attendee Rating
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Very good, as usual. I really appreciate the continuity of the presentation from month to month so we can watch the indicators changing with some historical perspective. I...

kklundkklund   July 18, 2013
(Updated: July 18, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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kklundkklund   June 20, 2013
(Updated: June 20, 2013)
3.0
Average Attendee Rating
Poor Average Excellent

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kklundkklund   February 07, 2013
(Updated: February 07, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

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kklundkklund   January 13, 2013
(Updated: January 13, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

Thank you for the topic!

Portfolio Management
kklundkklund   September 12, 2012
Overall rating 
 
 
3.8
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 
 
 
2.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
4.0

Excellent integration of research and portfolio management. Cost effective to have both in one.

Excellent integration of research and portfolio management. Cost effective to have both in one.

93 results - showing 76 - 93  
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