Reviews written by Jim Lee

Key Metrics In Real Estate Analysis, Class 2 of 4

Webinars

Jim Lee February 07, 2024

6.0
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Somewhat difficult to follow.

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Key Considerations In Real Estate Investments, Class 1 of 4

Webinars

Jim Lee January 30, 2024

8.0
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OK as an overview

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Despite Aggressive Fed Tightening, A Controlled Landing Is Likely, Fritz Meyer Economic Update, Jan. 2023

Webinars

Jim Lee January 09, 2023

10
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What's Driving Stocks To Record Highs? Fritz Meyer, Financial Economics CE Live

Webinars

Jim Lee April 12, 2021

10
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Fritz Meyer Quarterly Economic Update, July 2019 (Two Credits)

Webinars

Jim Lee July 08, 2019

5.0
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good show

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10 Human Instincts Skewing Perception Of World Trends

Webinars

Jim Lee June 12, 2019

5.0
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Too slow, and long.

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Fritz Meyer Quarterly Economic Update, January 2019 (Two Credits)

Webinars

Jim Lee January 14, 2019

5.0
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Morningstar Office

Portfolio Management

Jim Lee October 15, 2012

Overall rating

3.9

Company

5.0

Technology Support

5.0

Reconcilliation

3.0

Financial Institution Interfaces

5.0

Reports

5.0

Fixed Income

3.0

Tax Lot Accounting

5.0

Trading

3.0

Integrations

4.0

Security

4.0

Hosting

3.0

Pricing

2.0

Does it all

It is a great program - much better than cobbling together multiple single software programs. Email integration is not yet perfect, and it runs slowly, but the overall effort...

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