Reviews written by Ric
18 results - showing 1 - 18
Ric
July 09, 2018
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liked the commentary on trade this month
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4.0 |
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good
Ric
April 29, 2016
5.0 |
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fees and taxes
Dr Israelsen, have you looked that the results net of fees and/or fees plus taxes? Perhaps you could add a hypothetical 1% advisory fee and the blended expense ratio for...
3.0 |
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Portfolio Management
Ric
August 01, 2011
Overall rating
3.1
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
3.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
3.0
Morningstar Office Review
Great reports
18 results - showing 1 - 18
