Reviews written by golden mesa
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5.0 |
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Very good
4.0 |
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Good
4.0 |
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always interesting
4.0 |
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always interesting
5.0 |
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5.0 |
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5.0 |
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Robert did a wonderful job of covering an enormous amount of information in such a short time. It would be beneficial to have a copy of the tax form...
5.0 |
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Portfolio Management
golden mesa
September 18, 2014
Overall rating
3.8
Company
5.0
Technology Support
4.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
3.0
Fixed Income
5.0
Tax Lot Accounting
5.0
Trading
2.0
Integrations
2.0
Security
4.0
Hosting
3.0
Pricing
2.0
Black Diamond
Not a bad choice but there may be more cost effective, flexible options.
5.0 |
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4.0 |
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Very respectful of their audience. Can't wait to see their demo.
Webinars
2.0 |
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Very similar information to previous webinars.
4.0 |
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Webinars
5.0 |
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Financial Planning
golden mesa
January 17, 2014
Overall rating
4.0
Company
4.0
Interface
4.0
Integration
5.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
4.0
A moving target
Always improving.
4.0 |
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4.0 |
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5.0 |
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I wish he would complete his presentation rather than just refer to the remaining "mystery" slides.
Webinars
4.0 |
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5.0 |
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Very good.
4.0 |
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3.0 |
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Mr. Keebler is obviously very learned on these topics. However, his rapid jumping through the slides made this a less productive webinar than usual. Perhaps reducing the...
Webinars
5.0 |
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