Reviews written by jar

7 results - showing 1 - 7  
 
 
PortfolioCenter
Portfolio Management
jarjar   July 23, 2012
Overall rating 
 
 
3.3
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
3.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
2.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
4.0

Portfolio Center

See above

Read Review Comments (0)
Practical Tips For RIAs To Move To The Cloud Compliantly
Webinars
jarjar   April 19, 2012
(Updated: April 19, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

Topic was very timely

Read Review Comments (0)
Cloud Computing For RIAs: Compliance Tips And Practical Considerations When Moving Client Records
Webinars
jarjar   March 29, 2012
(Updated: March 29, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

Topic was very timely

Read Review Comments (0)
Assessing Major Risks To Retirement Plans
Webinars
jarjar   February 09, 2012
(Updated: February 09, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

Helpful to see what is new in the planning world

Read Review Comments (0)
Golden Years
Financial Planning
jarjar   May 24, 2011
Overall rating 
 
 
3.8
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
2.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
5.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Golden Years

Good product, reasonably priced and great support

Read Review Comments (0)
Japan's Disaster, Saudi Revolution, And Other Scenarios: Forecasting Their Effects On Portfolios
Webinars
jarjar   March 17, 2011
(Updated: March 17, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

I signed up for the Beta

Read Review Comments (0)
Seizing The Roth IRA Opportunity With Clients And Prospects
Webinars
jarjar   December 10, 2009
(Updated: December 10, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
7 results - showing 1 - 7