Review Detail

 
Portfolio Management
by Guest     October 20, 2009    
Overall rating 
 
 
3.9
Company 
 
 
4.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Hosting 
 
 
3.0
Pricing 
 
 
4.0

Very good portfolio accounting and reporting system.

We've been using dbCAMS+ since early 1990 and long before MorningStar purchased the company, so we have a long history with them. It will be interesting to see what MorningStar plans for the system going forward.

User Review

The Good
It's a very good portfolio accounting and reporting program.
The Bad
Serivice is lacking since MorningStar purchased dbCAMS+, while fees have gone up considerably.
The Bottom Line
Still a good program
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