Review Detail
Overall rating
4.4
Company
5.0
Technology Support
5.0
Reconcilliation
3.0
Financial Institution Interfaces
4.0
Reports
5.0
Fixed Income
5.0
Tax Lot Accounting
5.0
Trading
3.0
Integrations
3.0
Security
5.0
Hosting
5.0
Pricing
5.0
Rating of PortfolioCenter
I was originally skeptical of Schwab owning the software, but to this point it has only been beneficial.
User Review
The Good
Very easy to use and intuitive. Simple, clear reporting.
The Bad
Reconciliation and trading is not a true "3-way" reconciliation The only way to have a true reconciliation is if the trades are input into the system prior to data downloads.
The Bottom Line
Meets all of our needs and have never found a reason to looks elsewhere - particularly considering the cost.
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