Reviews written by Proctor

Year-End Tax Planning Strategies For 2014

Webinars

Proctor September 11, 2014
(Updated: September 11, 2014)

4.0
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What's Your RIA Worth?

Webinars

Proctor October 10, 2013
(Updated: October 10, 2013)

5.0
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PortfolioCenter

Portfolio Management

Proctor March 06, 2013

Overall rating

3.6

Company

4.0

Technology Support

3.0

Reconcilliation

4.0

Financial Institution Interfaces

5.0

Reports

3.0

Fixed Income

3.0

Tax Lot Accounting

5.0

Trading

3.0

Integrations

4.0

Security

4.0

Hosting

2.0

Pricing

3.0

Decent solution

Working fine for a long time.

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Keebler’s Analysis Of 2013 Tax Planning Opportunities

Webinars

Proctor February 28, 2013
(Updated: February 28, 2013)

4.0
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Year End Income Tax Planning

Webinars

Proctor September 06, 2012
(Updated: September 06, 2012)

5.0
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Awareness, Stickiness And Leads: How RIAs Can Use Social Media Compliantly

Webinars

Proctor February 23, 2012
(Updated: February 23, 2012)

4.0
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Preparing For The Worst: Managing Your Clients In A Bear Market

Webinars

Proctor July 16, 2009
(Updated: July 16, 2009)

4.0
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