Reviews written by JasonGood
21 results - showing 1 - 21
5.0 |
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5.0 |
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Informative, as always with Bob Keebler.
5.0 |
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Always good information from Bob. Would be interested in learning more about his October IRA class.
5.0 |
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Quality content. Bob always does a good job with his presentations.
5.0 |
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Very informative, as always with Bob Keebler.
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5.0 |
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Very informative. Always enjoy Bob Keebler's presentations.
5.0 |
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Good stuff. Considering purchasing the software.
5.0 |
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Webinars
5.0 |
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5.0 |
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Webinars
4.0 |
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5.0 |
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Very helpful and informative.
5.0 |
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4.0 |
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Rebalancing
JasonGood
March 11, 2010
Overall rating
4.7
Trading Features
5.0
Reporting
4.0
Managing For Tax Efficiency
5.0
Household Rebalancing
5.0
Tax Loss Harvesting
5.0
Trade Order Reconcilliation
4.0
Integrations
4.0
Security
5.0
Training
5.0
Support
5.0
Pricing
5.0
Excellent Product and Service
If you want a high quality solution to leverage your time and ability to grow your practice, I would strongly recommend talking with Sheryl Rowling and her team at TRX....
Webinars
5.0 |
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Portfolio Management
JasonGood
October 31, 2009
Overall rating
4.8
Company
5.0
Technology Support
3.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
5.0
Tax Lot Accounting
4.0
Trading
5.0
Integrations
5.0
Security
5.0
Hosting
5.0
Pricing
5.0
Great product
We have used Schwab's PortfolioCenter for a number of years and have been very satisified with the product. Fairly straightforward and user friendly.
Webinars
5.0 |
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Webinars
4.0 |
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21 results - showing 1 - 21
