Reviews written by taram901

6 results - showing 1 - 6  
 
 
Study: Long-Term Bond Fund Investors Perform Better Than Expected In A Period Of Rising Rates
Webinars
taram901taram901   August 04, 2011
(Updated: August 04, 2011)
4.0
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Good information

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July 2011 Economy Update With Fritz Meyer
Webinars
taram901taram901   July 11, 2011
(Updated: July 11, 2011)
5.0
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Alot of information.

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Oil, Gold, And Portfolio Design
Webinars
taram901taram901   May 19, 2011
(Updated: May 19, 2011)
4.0
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May 2011 Economy Update From Fritz Meyer
Webinars
taram901taram901   May 09, 2011
(Updated: May 09, 2011)
5.0
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excellent info (a ton of it) and easily understandable

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PortfolioCenter
Portfolio Management
taram901taram901   June 15, 2010
Overall rating 
 
 
3.8
Company 
 
 
4.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
3.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
2.0
Integrations 
 
 
3.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
5.0

Easy to use, relatively inexpensive, adequate

Good value for our firm.

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Using Client Feedback To Drive Referrals
Webinars
taram901taram901   October 22, 2009
(Updated: October 22, 2009)
4.0
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Poor Average Excellent

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6 results - showing 1 - 6