Review Detail

 
PortfolioCenter Hot
Portfolio Management
by a4a-manage     September 01, 2009    
LTGIII

View all my reviews (4)
Overall rating 
 
 
3.8
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
2.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
2.0

Great tool but a lot of work to keep up

looking at envestnet in 2014

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