Reviews written by Sheldon

6 results - showing 1 - 6  
 
 
September 2011 Economy Update From Fritz Meyer
Webinars
SheldonSheldon   September 12, 2011
(Updated: September 12, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

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Introduction To Tax-Efficient Investing (Part 1)
Webinars
SheldonSheldon   September 08, 2011
(Updated: September 08, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

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The Death Of Buy & Hold Has Been Greatly Exaggerated
Webinars
SheldonSheldon   January 06, 2011
(Updated: January 06, 2011)
4.0
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too long

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Albridge Solutions
Portfolio Management
SheldonSheldon   July 25, 2010
Overall rating 
 
 
4.8
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
5.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
5.0

Great.Q

Good stuff.

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Redtail CRM
CRM Software
SheldonSheldon   May 10, 2010
Overall rating 
 
 
5.0
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
5.0
Insurance Tracking  
 
 
5.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
5.0
Integration  
 
 
5.0
Security  
 
 
5.0
Pricing 
 
 
5.0

good product

good product

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2010 Business Planning
Webinars
SheldonSheldon   October 15, 2009
(Updated: October 15, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

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6 results - showing 1 - 6