Reviews written by hollandd307

48 results - showing 1 - 25  
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hollandd307hollandd307   March 30, 2016
(Updated: March 30, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

Very good. Lot of applications.

hollandd307hollandd307   March 23, 2016
(Updated: March 23, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

Very good. Especially liked the new XL graph. Very descriptive

hollandd307hollandd307   March 07, 2016
(Updated: March 07, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

Great, as always

hollandd307hollandd307   January 11, 2016
(Updated: January 11, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

Very helpful given the early year volatility in the markets. It is nice to be brought back top earth.

hollandd307hollandd307   December 03, 2015
(Updated: December 03, 2015)
4.0
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Poor Average Excellent
hollandd307hollandd307   October 22, 2015
(Updated: October 22, 2015)
4.0
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Poor Average Excellent

Very enjoyable. Especially liked the part about portfolio sin both rising and declining interest rate environments. I think that may be a stumbling block for many these days

hollandd307hollandd307   July 16, 2015
(Updated: July 16, 2015)
3.0
Average Attendee Rating
Poor Average Excellent

Not as useful as some. Presenter seemed to wander a bit.

hollandd307hollandd307   July 13, 2015
(Updated: July 13, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

As usual, very enjoyable and his comments help calm the roiled waters of the markets in general and the pundits in particular.

hollandd307hollandd307   April 13, 2015
(Updated: April 13, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Very good and some topics very timely

hollandd307hollandd307   February 09, 2015
(Updated: February 09, 2015)
5.0
Average Attendee Rating
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Portfolio Management
hollandd307hollandd307   January 20, 2015
Overall rating 
 
 
4.3
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
5.0

Power Advisor

Fits my needs and is priced right

hollandd307hollandd307   December 08, 2014
(Updated: December 08, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

This was especially relevant given the oil price decline and the headlines that has caused. I enjoy his common sense approach without drama

hollandd307hollandd307   October 16, 2014
(Updated: October 16, 2014)
4.0
Average Attendee Rating
Poor Average Excellent

I did submit a question but it was never asked. I may have not done it correctly, but the procedure would be nice to know for future webinars

hollandd307hollandd307   July 07, 2014
(Updated: July 07, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

I like these tow hour sessions but think they should be quarterly not monthly

hollandd307hollandd307   April 24, 2014
(Updated: April 24, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

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hollandd307hollandd307   April 07, 2014
(Updated: April 07, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

Very timely given end of quarter reports will soon be going out

hollandd307hollandd307   March 20, 2014
(Updated: March 20, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

I enjoyed it and was happy to see one devoted to this subject, which I do not think enough advisors pay attention to.

hollandd307hollandd307   January 27, 2014
(Updated: January 27, 2014)
4.0
Average Attendee Rating
Poor Average Excellent

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hollandd307hollandd307   January 16, 2014
(Updated: January 16, 2014)
3.0
Average Attendee Rating
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hollandd307hollandd307   January 13, 2014
(Updated: January 13, 2014)
5.0
Average Attendee Rating
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Very good summary of where we are going into tehgy New Year.

hollandd307hollandd307   January 09, 2014
(Updated: January 09, 2014)
4.0
Average Attendee Rating
Poor Average Excellent

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hollandd307hollandd307   December 09, 2013
(Updated: December 09, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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hollandd307hollandd307   November 25, 2013
(Updated: November 25, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

Very interesting

hollandd307hollandd307   November 11, 2013
(Updated: November 11, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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hollandd307hollandd307   November 07, 2013
(Updated: November 07, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

Very good. Great product

48 results - showing 1 - 25  
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