Reviews written by jeremyw704

5 results - showing 1 - 5  
 
 
How An RIA Garnered $110 Million AUM In Two Years Using Mindmaps
Webinars
jeremyw704jeremyw704   July 26, 2012
(Updated: July 26, 2012)
3.0
Average Attendee Rating
Poor Average Excellent

Seemed to be an interesting topic, however Andy please let the presenter present.

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Advent Axys
Portfolio Management
jeremyw704jeremyw704   February 05, 2010
Overall rating 
 
 
3.8
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
4.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Axys Review

No additional comments

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What’s New At Schwab Performance Technologies?
Webinars
jeremyw704jeremyw704   January 21, 2010
(Updated: January 21, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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Junxure
CRM Software
jeremyw704jeremyw704   December 16, 2009
Overall rating 
 
 
3.5
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
3.0
Integration  
 
 
4.0
Security  
 
 
3.0
Pricing 
 
 
3.0

Just starting out

We are just starting to use the software, it appears to have great potential and I think we are just scratching the surface of what we can do with it...

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2010 Compliance Planning For RIAs
Webinars
jeremyw704jeremyw704   October 29, 2009
(Updated: October 29, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

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5 results - showing 1 - 5