Reviews written by jeffm630
7 results - showing 1 - 7
jeffm630
August 28, 2018
5.0 |
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I'm looking forward to the webinars that include real return and inflation adjustments.
4.0 |
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Great review of key changes in the tax law.
4.0 |
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Interesting information, but I'm not sure how it will apply to client meetings. Maybe some of it can be added.
4.0 |
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Good information on investment and finance related taxes.
4.0 |
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4.0 |
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Good information on where planning is heading.
Portfolio Management
jeffm630
March 23, 2011
Overall rating
4.3
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
3.0
Trading
4.0
Integrations
4.0
Security
5.0
Hosting
4.0
Pricing
4.0
Solid product for portfolio management.
Good product.
7 results - showing 1 - 7
