Reviews written by ofrfinancial

Year-End Tax Planning For Investment Advisers

Webinars

ofrfinancial August 27, 2015
(Updated: August 27, 2015)

5.0
Average Attendee Rating
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Fritz Meyer Economic And Investment Update, August 2015

Webinars

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

5.0
Average Attendee Rating
Poor	Average	Excellent

Excellent

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Fritz Meyer's 3Q2015 Analysis Webinar -- Two CE Credits

Webinars

ofrfinancial July 13, 2015
(Updated: July 13, 2015)

5.0
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excellent presentation

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What Financial Advisors Must Know About Retirement Income Tax Planning

Webinars

ofrfinancial June 25, 2015
(Updated: June 25, 2015)

4.0
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very good

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Fritz Meyer Economic And Investment Update, June 2015

Webinars

ofrfinancial June 08, 2015
(Updated: June 08, 2015)

4.0
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Poor	Average	Excellent

excellent coverage of the topic

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

Webinars

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

5.0
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excellent

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Year End Income Tax Planning

Webinars

ofrfinancial September 06, 2012
(Updated: September 06, 2012)

4.0
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-

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Morningstar Office

Portfolio Management

ofrfinancial August 31, 2012

Overall rating

4.0

Company

4.0

Technology Support

4.0

Reconcilliation

4.0

Financial Institution Interfaces

4.0

Reports

4.0

Fixed Income

4.0

Tax Lot Accounting

4.0

Trading

4.0

Integrations

4.0

Security

4.0

Hosting

4.0

Pricing

4.0

Morningstar Review

Good choice for the right application

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