Reviews written by ptlyon

4 results - showing 1 - 4  
 
 
A New Approach To Safe Retirement Withdrawal Rates
Webinars
ptlyonptlyon   February 15, 2013
5.0
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Great material!

Really enjoyed this conversation. Very enlightening.

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Data Security For Financial Advisors
Webinars
ptlyonptlyon   February 14, 2013
5.0
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Great session!

Very worthwhile.

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Black Diamond Reporting
Portfolio Management
ptlyonptlyon   July 09, 2012
Overall rating 
 
 
3.7
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
4.0

I like Black Diamond reporting for our practice

Works well for me, especially coming from the wire house environment nearly four years ago.

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Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update
Webinars
ptlyonptlyon   July 05, 2012
(Updated: July 05, 2012)
4.0
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4 results - showing 1 - 4