Reviews written by kevink330

4 results - showing 1 - 4  
 
 
Year-End Tax Moves For 2010
Webinars
kevink330kevink330   September 30, 2010
(Updated: September 30, 2010)
4.0
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Conducting 401k Vendor Searches For Small Plan Sponsors
Webinars
kevink330kevink330   June 24, 2010
(Updated: June 24, 2010)
4.0
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Roth IRA: Beyond The Basics
Webinars
kevink330kevink330   June 10, 2010
(Updated: June 10, 2010)
5.0
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Albridge Solutions
Portfolio Management
kevink330kevink330   November 03, 2009
Overall rating 
 
 
4.2
Company 
 
 
5.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
1.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Hosting 
 
 
4.0
Pricing 
 
 
4.0

Very customizable and very clean, professional looking reports. Great integrations too.

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4 results - showing 1 - 4