Review Detail

 
Portfolio Management
by a4a-manage     July 28, 2009    
Overall rating 
 
 
2.8
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
1.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
1.0
Tax Lot Accounting 
 
 
1.0
Trading 
 
 
1.0
Integrations 
 
 
4.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Morningstar Office

Overall, I like the program.

User Review

The Good
I feel that it has great analystical tools and I like that it does integrate with my custodian. It makes it easy to view client portfolios.
The Bottom Line
I am use to utilizing Morningstar and enjoy the tools.
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