Reviews written by ria1967

2 results - showing 1 - 2  
 
 
Power Advisor
Portfolio Management
ria1967ria1967   January 22, 2010
Overall rating 
 
 
3.4
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
2.0
Integrations 
 
 
2.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
5.0

PowerAdvisor Offers a Complete and Flexible PMS

PowerAdvisor was a great acquisition. Cornerstone Revolutions has a great service offering around the PMS. I looked at everybody before I decided on PowerAdvisor and in the end...

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Evaluating RIA Business Models
Webinars
ria1967ria1967   January 22, 2010
5.0
Average Attendee Rating
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Excellent Presentation

Mr. Winn's tree-top view of the crucial considerations for breaking away to form an RIA was enlightening. I am sure that even established RIA's will find the points covered...

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2 results - showing 1 - 2