Reviews written by gweldon

3 results - showing 1 - 3  
 
 
PortfolioCenter
Portfolio Management
gweldongweldon   November 05, 2012
Overall rating 
 
 
3.4
Company 
 
 
3.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
5.0
Fixed Income 
 
 
5.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Portfolio Center

no comment

Read Review Comments (0)
Rebalancing Software For RIAs: Vendors, Benefits & Capabilities
Webinars
gweldongweldon   October 18, 2012
(Updated: October 18, 2012)
2.0
Average Attendee Rating
Poor Average Excellent

too much statistics on who is not using-was more interested in benefits of various products. liked tips he gave on shopping for products.

Read Review Comments (0)
3 results - showing 1 - 3