Reviews written by susanm617

14 results - showing 1 - 14  
 
 
The New Ideas Changing Retirement Income Planning
Webinars
susanm617susanm617   January 16, 2014
(Updated: January 16, 2014)
5.0
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DOMA's Demise: Financial And Tax Planning Implications Advisors Must Know About
Webinars
susanm617susanm617   August 08, 2013
(Updated: August 08, 2013)
5.0
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Policies Combining Life Insurance With Long-Term Care Insurance: The Good And Bad
Webinars
susanm617susanm617   December 13, 2012
(Updated: December 13, 2012)
5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For October 2012
Webinars
susanm617susanm617   October 08, 2012
(Updated: October 08, 2012)
4.0
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Year End Income Tax Planning
Webinars
susanm617susanm617   September 06, 2012
(Updated: September 06, 2012)
5.0
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Understanding The 3.8% Excise Tax
Webinars
susanm617susanm617   August 02, 2012
(Updated: August 02, 2012)
5.0
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Assessing Major Risks To Retirement Plans
Webinars
susanm617susanm617   February 09, 2012
(Updated: February 09, 2012)
5.0
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Income & Estate Tax Strategies For The Year
Webinars
susanm617susanm617   February 02, 2012
(Updated: February 02, 2012)
5.0
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Crucial Concepts In Prudent Asset Allocation
Webinars
susanm617susanm617   May 12, 2011
(Updated: May 12, 2011)
4.0
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May 2011 Economy Update From Fritz Meyer
Webinars
susanm617susanm617   May 09, 2011
(Updated: May 09, 2011)
4.0
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April 2011 Economy Update With Fritz Meyer
Webinars
susanm617susanm617   April 14, 2011
(Updated: April 14, 2011)
5.0
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The History Of Manager Due Diligence And Where We Went Wrong
Webinars
susanm617susanm617   February 10, 2011
(Updated: February 10, 2011)
5.0
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New Law Means Advisors Must Battle Client Indifference To Estate Planning
Webinars
susanm617susanm617   January 27, 2011
(Updated: January 27, 2011)
5.0
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Very helpful

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Investigo
Portfolio Management
susanm617susanm617   December 04, 2009
Overall rating 
 
 
3.7
Company 
 
 
3.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
4.0
Integrations 
 
 
3.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
5.0

Investigo rating

More flexibility in reporting would be nice, but it can satisfy most clients' reporting needs for far less than other systems.

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14 results - showing 1 - 14