Reviews written by brians303

5 results - showing 1 - 5 Results per page:
 
Income & Estate Tax Strategies For The Year (Event)
 

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Rating:
 
 4.0
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brians303 Reviewed by brians303
February 03, 2012

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Last updated: February 03, 2012
 
Harold Evensky On What's New In Wealth Management (Event)
 

1 of 1 people found the following review helpful
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Rating:
 
 3.0
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brians303 Reviewed by brians303
July 29, 2011

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Last updated: July 29, 2011
 
PortfolioCenter
Portfolio Management
 

Money well spent

0 of 0 people found the following review helpful
can't go wrong here, user since 1997
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
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brians303 Reviewed by brians303
November 26, 2010

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Asset Protection Using Domestic Trusts (Event)
 

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Rating:
 
 4.0
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brians303 Reviewed by brians303
October 22, 2010

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Last updated: October 22, 2010
 
Year-End Tax Moves For 2010 (Event)
 

0 of 0 people found the following review helpful
nothing really new but it was ok
Rating:
 
 3.0
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brians303 Reviewed by brians303
October 01, 2010

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Last updated: October 01, 2010
 
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