Reviews written by derekl503

25 results - showing 1 - 25  
 
 
derekl503derekl503   April 07, 2014
(Updated: April 07, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

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derekl503derekl503   March 10, 2014
(Updated: March 10, 2014)
5.0
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Poor Average Excellent

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derekl503derekl503   February 10, 2014
(Updated: February 10, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

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derekl503derekl503   January 13, 2014
(Updated: January 13, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

Appreciated the 2 hour format and 2 hr CE's!!!

derekl503derekl503   December 09, 2013
(Updated: December 09, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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derekl503derekl503   October 07, 2013
(Updated: October 07, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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derekl503derekl503   September 09, 2013
(Updated: September 09, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

Why not just schedule it for a bit longer?

derekl503derekl503   July 08, 2013
(Updated: July 08, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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derekl503derekl503   June 10, 2013
(Updated: June 10, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

As always - one of the best I make time for.

derekl503derekl503   April 08, 2013
(Updated: April 08, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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derekl503derekl503   March 11, 2013
(Updated: March 11, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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derekl503derekl503   February 14, 2013
(Updated: February 14, 2013)
3.0
Average Attendee Rating
Poor Average Excellent

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derekl503derekl503   January 24, 2013
(Updated: January 24, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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derekl503derekl503   January 10, 2013
(Updated: January 10, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

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derekl503derekl503   January 07, 2013
(Updated: January 07, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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Portfolio Management
derekl503derekl503   September 18, 2012
Overall rating 
 
 
3.3
Company 
 
 
4.0
Technology Support 
 
 
2.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
2.0
Pricing 
 
 
2.0

Expensive but necessary

No additional comments.

Financial Planning
derekl503derekl503   September 06, 2012
Overall rating 
 
 
3.5
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Intuitive and up-to-speed quickly

G3 enhancements are great and default settings allow for a simple "base-case" to be created in record time.

derekl503derekl503   June 07, 2012
(Updated: June 07, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

always worth the time...just about the only webinar I go out of my way to attend

derekl503derekl503   June 07, 2012
(Updated: June 07, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

always worth the time...just about the only webinar I go out of my way to attend

derekl503derekl503   April 09, 2012
(Updated: April 09, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

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derekl503derekl503   January 09, 2012
(Updated: January 09, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Thanks for keeping more closely to the time limit!

derekl503derekl503   October 10, 2011
(Updated: October 10, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

These are excellent presentations. Suggest increasing advertised length or shortening presentation (my preference) to the one hour time slot.

derekl503derekl503   August 08, 2011
(Updated: August 08, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Thoroughly enjoyed it, but wish it would stick to its 1 hour time schedule.

derekl503derekl503   February 18, 2010
(Updated: February 18, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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derekl503derekl503   July 16, 2009
(Updated: July 16, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

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25 results - showing 1 - 25