Reviews written by brians303

5 results - showing 1 - 5  
 
 
Income & Estate Tax Strategies For The Year
Webinars
brians303brians303   February 02, 2012
(Updated: February 02, 2012)
4.0
Average Attendee Rating
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Harold Evensky On What's New In Wealth Management
Webinars
brians303brians303   July 28, 2011
(Updated: July 28, 2011)
3.0
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PortfolioCenter
Portfolio Management
brians303brians303   November 26, 2010
Overall rating 
 
 
4.1
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
1.0
Integrations 
 
 
4.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
5.0

Money well spent

can't go wrong here, user since 1997

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Asset Protection Using Domestic Trusts
Webinars
brians303brians303   October 21, 2010
(Updated: October 21, 2010)
4.0
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Year-End Tax Moves For 2010
Webinars
brians303brians303   September 30, 2010
(Updated: September 30, 2010)
3.0
Average Attendee Rating
Poor Average Excellent

nothing really new but it was ok

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5 results - showing 1 - 5