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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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Reviews written by ronbartosh
2 results - showing 1 - 2
Advent Axys
Portfolio Management
ronbartosh
February 16, 2010
Overall rating
3.7
Company
2.0
Technology Support
4.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
5.0
Tax Lot Accounting
5.0
Trading
3.0
Integrations
4.0
Security
3.0
Hosting
2.0
Pricing
1.0
Great software, good tech support. lousy sales force.
Love the software.
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Comments (0)
A Roundup Of Leading Advisor CRM Systems
Webinars
ronbartosh
February 11, 2010
(Updated: February 11, 2010)
5.0
Average Attendee Rating
Poor
Average
Excellent
-
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Comments (0)
2 results - showing 1 - 2
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You'll be emailed a discount coupon for $30 off the
CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.