Reviews written by Peter
4.0 |
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4.0 |
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5.0 |
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Webinars
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5.0 |
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Very clearly presented and very useful, both for evaluating managers and understanding performance. Good support for fiduciaries!
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3.0 |
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3.0 |
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5.0 |
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4.0 |
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Looks like a simple way to illustrate the pros and cons of different retirement income withdrawal levels, but it won't replace more robust financial planning systems for most clients...
3.0 |
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Topic and research were very relevant, but Wade is hard to follow. THis is partly due to quality of sound, but also his presentation is not so great (as opposed...
5.0 |
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Webinars
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Portfolio Management
Peter
November 18, 2013
Overall rating
4.4
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
4.0
Tax Lot Accounting
5.0
Trading
3.0
Integrations
4.0
Security
5.0
Hosting
3.0
Pricing
4.0
Excellent portfolio management and research but weak CRM + planning
Excellent integration of portfolio managemnt and research
5.0 |
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4.0 |
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5.0 |
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Fritz was excellent, as always
5.0 |
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3.0 |
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5.0 |
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5.0 |
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4.0 |
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5.0 |
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3.0 |
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Hard to follow at times
