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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 johns484
2 results - showing 1 - 2
Advent Axys
Portfolio Management
johns484
March 09, 2011
Overall rating
2.8
Company
3.0
Technology Support
3.0
Reconcilliation
3.0
Financial Institution Interfaces
3.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
1.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
1.0
Axys review
Good system, but expensive.
Read Review
Comments (0)
New Law Means Advisors Must Battle Client Indifference To Estate Planning
Webinars
johns484
January 27, 2011
(Updated: January 27, 2011)
3.0
Average Attendee Rating
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Average
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-
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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.