Reviews written by chrisw615

10 results - showing 1 - 10 Results per page:
 
Year End Income Tax Planning (Event)
 

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Rating:
 
 4.0
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chrisw615 Reviewed by chrisw615
September 07, 2012

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Last updated: September 07, 2012
 
PortfolioCenter
Portfolio Management
 

Good product but needs ongoing innovation

0 of 0 people found the following review helpful
We use this and are pleased overall. They do a good job keeping this up to date but need some additional features in the future.
Overall rating: 
 
 3.6
Company:
 
 4.0
Technology Support:
 
 4.0
Reconcilliation:
 
 4.0
Financial Institution Interfaces:
 
 4.0
Reports:
 
 3.0
Fixed Income:
 
 3.0
Tax Lot Accounting:
 
 3.0
Trading:
 
 3.0
Integrations:
 
 3.0
Security:
 
 4.0
Hosting:
 
 4.0
Pricing:
 
 4.0
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chrisw615 Reviewed by chrisw615
May 18, 2012

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The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios (Event)
 

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Great content.
Rating:
 
 5.0
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chrisw615 Reviewed by chrisw615
May 18, 2012

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Last updated: May 18, 2012
 
Year-End Tax Planning For Financial Advisors (Event)
 

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Rating:
 
 3.0
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chrisw615 Reviewed by chrisw615
October 28, 2011

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Last updated: October 28, 2011
 
Introduction To Tax-Efficient Investing (Part 1) (Event)
 

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Rating:
 
 5.0
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chrisw615 Reviewed by chrisw615
September 09, 2011

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Last updated: September 09, 2011
 
August 2011 Economy Update From Fritz Meyer (Event)
 

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Rating:
 
 5.0
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chrisw615 Reviewed by chrisw615
August 09, 2011

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Last updated: August 09, 2011
 
10 Tax-Efficient Strategies For Advisors To High-Net-Worth Investors (Event)
 

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Rating:
 
 4.0
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chrisw615 Reviewed by chrisw615
March 04, 2011

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Last updated: March 04, 2011
 
New Law Means Advisors Must Battle Client Indifference To Estate Planning (Event)
 

0 of 0 people found the following review helpful
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Rating:
 
 4.0
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chrisw615 Reviewed by chrisw615
January 28, 2011

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Last updated: January 28, 2011
 
Successful Marketing For Financial Advisors (Event)
 

0 of 0 people found the following review helpful
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Rating:
 
 3.0
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chrisw615 Reviewed by chrisw615
May 21, 2010

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Last updated: May 21, 2010
 
Junxure
CRM Software
 

Great application for relationship management, paperless document storage, and tickler system.

0 of 0 people found the following review helpful
See other comments.
Overall rating: 
 
 3.5
Company :
 
 4.0
Software Support :
 
 4.0
Investment Tracking :
 
 2.0
Insurance Tracking :
 
 3.0
Workflow Management :
 
 4.0
Productivity :
 
 4.0
Client Portal :
 
 4.0
Integration :
 
 4.0
Security :
 
 4.0
Pricing:
 
 2.0
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chrisw615 Reviewed by chrisw615
February 08, 2010

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