Review Detail
Overall rating
4.2
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
4.0
Security
4.0
Hosting
4.0
Pricing
4.0
Portfolio Center Review
Would recommend to any advisor.
User Review
The Good
Very easy to use. Nice looking reports. Easy to export data to other programs.
The Bad
Cost basis that doesn't automatically transfer when assets are transferred to another account. Some of the more complicated corporate actions are not easily handled in portfolio center.
The Bottom Line
The best portfolio management software available.
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