Reviews written by LTGIII

4 results - showing 1 - 4  
 
 
PortfolioCenter
Portfolio Management
LTGIIILTGIII   November 01, 2013
Overall rating 
 
 
3.8
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
2.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
2.0

Great tool but a lot of work to keep up

looking at envestnet in 2014

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New Opportunities For Advisors In 401ks
Webinars
LTGIIILTGIII   February 25, 2010
(Updated: February 25, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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The New Estate Planning Landscape
Webinars
LTGIIILTGIII   January 28, 2010
(Updated: January 28, 2010)
3.0
Average Attendee Rating
Poor Average Excellent

-

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Twitter For Advisors
Webinars
LTGIIILTGIII   May 07, 2009
(Updated: May 07, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

-

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4 results - showing 1 - 4