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CFP Ethics Class
Purchased Electives
Review Detail
Albridge Solutions
Portfolio Management
by Guest October 20, 2009
August 22, 2011
lous360
Top 500 Reviewer
View all my reviews (17)
Overall rating
3.0
Company
4.0
Technology Support
4.0
Reconcilliation
3.0
Financial Institution Interfaces
3.0
Reports
4.0
Fixed Income
2.0
Tax Lot Accounting
2.0
Trading
2.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
3.0
Good program for aggregation and reporting - tax lot and cost basis not easy
Good program for aggregation and reporting - tax lot and cost basis not easy
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You'll be emailed a discount coupon for $30 off the
CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.