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Very easy to use. There has never been an update or change that I couldn't do.
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2019-05-28
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Getting in touch with a person in customer service is impossible and emails to cust. serv. have not been answered. I originally signed up as a single user; but then as my needs expanded at my office, I added and paid for three more users. For a while everything worked without issue, but then the other three users could not log-in and the different prompts in my dashboard were saying the subscriptions were active and to this day my office staff works through my sole account which can knock someone off in the middle of something.
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The program is easy to use and super convenient. Your documents are always with you on the server PDFIller provides.
What do you dislike?
Getting in touch with a person in customer service is impossible and emails to cust. serv. have not been answered. I originally signed up as a single user; but then as my needs expanded at my office, I added and paid for three more users. For a while everything worked without issue, but then the other three users could not log-in and the different prompts in my dashboard were saying the subscriptions were active and to this day my office staff works through my sole account which can knock someone off in the middle of something.
What problems are you solving with the product? What benefits have you realized?
The fax benefit is awesome. I use the program with my insurance agency. It is way more user friendly than Adobe and you don't need a separate service to send a client a form to sign.
2019-08-15
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2020-04-13
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2023-11-22
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2020-06-02
Ryan on the Support Team was extremely helpful and patient. He walked me through all of the steps to complete the form to my satisfaction. Thank you Ryan for teaching me!
2020-05-21
Finish Table in Hedging Agreement Feature
The Finish Table in the Hedging Agreement feature simplifies your financial planning. It provides a clear view of your hedging strategies and their outcomes. This tool is essential for managing risk effectively, ensuring that you achieve your financial goals.
Key Features of the Finish Table
Comprehensive overview of hedging agreements
Real-time tracking of risk exposure
User-friendly interface for easy navigation
Customizable layouts to fit your needs
Detailed analytics for informed decision-making
Potential Use Cases and Benefits
Modify your investment strategies based on market trends
Review and optimize your hedging agreements regularly
Assess risk management strategies and adjust as needed
Facilitate better communication with financial advisors
Enhance transparency in financial reporting
By using the Finish Table, you can tackle uncertainty in financial markets. This tool helps you identify areas of risk, enabling proactive adjustments to your hedging strategies. With better insights, you can make informed decisions, reduce potential losses, and work toward increasing your profitability.
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What is a hedging agreement?
Hedging Agreement means any interest rate, foreign currency, commodity or equity swap, collar, cap, floor or forward rate agreement, or other agreement or arrangement designed to protect against fluctuations in interest rates or currency, commodity or equity values (including, without limitation, any option with
How do you close a hedged position?
In short, there are at least four ways to end hedge in profit: To add to long when price drops, and add to short when price rises, so entry price of long is lower than that of short. To reduce long when price rises, and to reduce short when price drops, until both trades are brought down to zero.
How to square off hedge position?
While squaring off your hedge position you are required to close the Sell order first of the option before squaring off the Buy order. In-the-Money (ITM) Put Option at 15200. This hedged position has differing margin requirements for each leg.
How do you close a hedge fund?
There are many things firms need to consider when shutting down their funds. Typically, the first step is notifying their prime broker to sell their portfolio so they can make the final distributions to investors. Then, they contact their accountants to do their final audit and tax returns.
What does closing a hedge mean?
De-hedging refers to the process of closing out positions that were originally put in place to act as a hedge in a trade or portfolio. A hedge is a risk-reducing position taken to limit the potential losses in an existing position or investment.
How to get out of a hedged trade?
This means if a trader has opened a long hedge position, but there is a downtrend in the market, they can exit the market quickly by closing the original short and hedged long position.
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