Reviews written by meridianfinancial

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0 of 0 people found the following review helpful
excellent tool. very innovative. timely.
Rating:
 
5.0
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meridianfinancial Reviewed by meridianfinancial
March 29, 2013

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Last updated: March 29, 2013
 
 

0 of 0 people found the following review helpful
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5.0
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meridianfinancial Reviewed by meridianfinancial
March 01, 2013

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Last updated: March 01, 2013
 
 

0 of 0 people found the following review helpful
great addition to the whole retirement planning discussion. Have never seen actual modelling of SPIA and GLWD with stocks/bonds
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5.0
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meridianfinancial Reviewed by meridianfinancial
February 15, 2013

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Last updated: February 15, 2013
 
 

0 of 1 people found the following review helpful
It is always hard to work on your business when you are really busy working in the business. All good stuff mentioned today.
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4.0
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meridianfinancial Reviewed by meridianfinancial
February 01, 2013

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Last updated: February 01, 2013
 
 

0 of 0 people found the following review helpful
Love his research. REad alot of his writing in professional journals. Really liked todays webinar.
Rating:
 
5.0
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meridianfinancial Reviewed by meridianfinancial
January 25, 2013

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Last updated: January 25, 2013
 
 

0 of 0 people found the following review helpful
Good basic information.
Rating:
 
4.0
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meridianfinancial Reviewed by meridianfinancial
January 18, 2013

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Last updated: January 18, 2013
 
 

0 of 0 people found the following review helpful
great material that needs to be repeated at regular intervals.
Rating:
 
5.0
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meridianfinancial Reviewed by meridianfinancial
October 26, 2012

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Last updated: October 26, 2012
 
 

0 of 0 people found the following review helpful
very informative
Rating:
 
5.0
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meridianfinancial Reviewed by meridianfinancial
October 09, 2012

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Last updated: October 09, 2012
 
 

0 of 0 people found the following review helpful
very informative as always
Rating:
 
5.0
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meridianfinancial Reviewed by meridianfinancial
September 11, 2012

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Last updated: September 11, 2012
 
 

0 of 0 people found the following review helpful
timely
Rating:
 
5.0
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meridianfinancial Reviewed by meridianfinancial
September 07, 2012

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Last updated: September 07, 2012
 
 

0 of 0 people found the following review helpful
I love these webinars. He brings in other data I don't look at such as BEA data and the Economist cover. I am hesitating on the slides becasue I don't know how much time it would take to go tot eh backoffice and do what i need to do.
Rating:
 
5.0
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meridianfinancial Reviewed by meridianfinancial
May 08, 2012

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Last updated: May 08, 2012
 
 

0 of 0 people found the following review helpful
Great. Covered tons of angles to evaluate where we are and help us develop our investment thesis going forward. I look at many of the same charts but really appreciate someone elses viewpoint.
Rating:
 
5.0
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meridianfinancial Reviewed by meridianfinancial
April 10, 2012

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Last updated: April 10, 2012
 
 

0 of 0 people found the following review helpful
Excellent timely and informative. I have one DB/DC plan and want to approach other small plans for ALL the reasons he stated. My plan was paying 3% from Lincoln and the sponsor thought it was free. Everything Apollo said was right on the mark.
Rating:
 
5.0
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meridianfinancial Reviewed by meridianfinancial
January 13, 2012

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Last updated: January 13, 2012
 
 

0 of 0 people found the following review helpful
Extrmemly informative, to the point, very useful
Rating:
 
5.0
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meridianfinancial Reviewed by meridianfinancial
September 13, 2011

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Last updated: September 13, 2011
 
Portfolio Management
 

has allowed me to be much more efficient. very happy

1 of 1 people found the following review helpful
My practice is so much more efficient with this product. They welcome feedback and continuously udate the software.
Overall rating: 
 
3.9
Company:
 
5.0
Technology Support:
 
5.0
Reconcilliation:
 
5.0
Financial Institution Interfaces:
 
5.0
Reports:
 
5.0
Fixed Income:
 
3.0
Tax Lot Accounting:
 
5.0
Trading:
 
2.0
Integrations:
 
2.0
Security:
 
5.0
Hosting:
 
2.0
Pricing:
 
3.0
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meridianfinancial Reviewed by meridianfinancial
February 18, 2011

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0 of 0 people found the following review helpful
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Rating:
 
4.0
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meridianfinancial Reviewed by meridianfinancial
October 22, 2010

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Last updated: October 22, 2010
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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meridianfinancial Reviewed by meridianfinancial
September 24, 2010

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Last updated: September 24, 2010
 
 

0 of 0 people found the following review helpful
recommendations for software solutions
Rating:
 
4.0
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meridianfinancial Reviewed by meridianfinancial
November 20, 2009

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Last updated: November 20, 2009
 
 

0 of 0 people found the following review helpful
Great. Covered tons of angles to evaluate where we are and help us develop our investment thesis going forward. I look at many of the same charts but really appreciate someone elses viewpoint.
Rating:
 
5.0
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meridianfinancial Reviewed by meridianfinancial
July 17, 2009

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Last updated: July 17, 2009
 
 

0 of 0 people found the following review helpful
I love these webinars. He brings in other data I don't look at such as BEA data and the Economist cover. I am hesitating on the slides becasue I don't know how much time it would take to go tot eh backoffice and do what i need to do.
Rating:
 
5.0
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meridianfinancial Reviewed by meridianfinancial
July 17, 2009

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Last updated: July 17, 2009
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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meridianfinancial Reviewed by meridianfinancial
May 22, 2009

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Last updated: May 22, 2009
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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meridianfinancial Reviewed by meridianfinancial
May 01, 2009

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Last updated: May 01, 2009
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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meridianfinancial Reviewed by meridianfinancial
April 24, 2009

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Last updated: April 24, 2009
 
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