Reviews written by bruce@fergusoninvestmentservices.com

16 results - showing 1 - 16  
 
 
bruce@fergusoninvestmentservices.combruce@fergusoninvestmentservices.com   January 12, 2015
(Updated: January 12, 2015)
4.0
Average Attendee Rating
Poor Average Excellent

Fritz does a nice job. I thought the strategic input like them bridesmaids approach to investing was very helpful as was discussion about large-cap. It seems like some of the...

bruce@fergusoninvestmentservices.combruce@fergusoninvestmentservices.com   December 08, 2014
(Updated: December 08, 2014)
3.0
Average Attendee Rating
Poor Average Excellent

Fritz has excellent data, however time is precious and Fritz seems to belabor points i.e. "in other words." I wish Fritz would be a little more concise in making his...

Financial Planning
Overall rating 
 
 
4.6
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
5.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
5.0
Asset Allocation 
 
 
5.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

money guide Pro

thank you

bruce@fergusoninvestmentservices.combruce@fergusoninvestmentservices.com   August 21, 2014
(Updated: August 21, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

The webinar was very good, however it was a very long commercial for the 7/12 portfolio. Can you tell us what the cost of the slides would...

bruce@fergusoninvestmentservices.combruce@fergusoninvestmentservices.com   July 31, 2014
(Updated: July 31, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

Good start, but once we set goals how do we implement a client acquisition to meet our stated goals? What was the client acquisition plan which was so successful...

bruce@fergusoninvestmentservices.combruce@fergusoninvestmentservices.com   July 07, 2014
(Updated: July 07, 2014)
2.0
Average Attendee Rating
Poor Average Excellent
bruce@fergusoninvestmentservices.combruce@fergusoninvestmentservices.com   May 12, 2014
(Updated: May 12, 2014)
4.0
Average Attendee Rating
Poor Average Excellent

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bruce@fergusoninvestmentservices.combruce@fergusoninvestmentservices.com   February 10, 2014
(Updated: February 10, 2014)
4.0
Average Attendee Rating
Poor Average Excellent

Nice work and presentation.

bruce@fergusoninvestmentservices.combruce@fergusoninvestmentservices.com   January 27, 2014
(Updated: January 27, 2014)
4.0
Average Attendee Rating
Poor Average Excellent

Too much material.

bruce@fergusoninvestmentservices.combruce@fergusoninvestmentservices.com   December 09, 2013
(Updated: December 09, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

I thought Fritz did a lot better job keeping control of the time. Thank you.

bruce@fergusoninvestmentservices.combruce@fergusoninvestmentservices.com   November 21, 2013
(Updated: November 21, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent presentation, more to explore.

bruce@fergusoninvestmentservices.combruce@fergusoninvestmentservices.com   November 11, 2013
(Updated: November 11, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

Again, to much material. Get to the point or allow for a longer presentation.

bruce@fergusoninvestmentservices.combruce@fergusoninvestmentservices.com   September 09, 2013
(Updated: September 09, 2013)
3.0
Average Attendee Rating
Poor Average Excellent

The month to month slides are repetetive. Need fresh material. I got off the call after and hour and 20 minutes. Need to respect the listeners time....

bruce@fergusoninvestmentservices.combruce@fergusoninvestmentservices.com   July 08, 2013
(Updated: July 08, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

Fritz does an excellent job.

Financial Planning
Overall rating 
 
 
2.5
Company 
 
 
2.0
Interface 
 
 
2.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
2.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
1.0
LTC-College Planning 
 
 
2.0
Estate Planning 
 
 
2.0

Not very useful

thanks

Portfolio Management
Overall rating 
 
 
3.5
Company 
 
 
4.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
2.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
5.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
5.0

needs to be much more intuitive.

It will be interesting how Advent integrates Black Diamond and the pricing on Black Diamond.

16 results - showing 1 - 16