Review Detail

 
Portfolio Management
by a4a-manage     September 01, 2009    
Overall rating 
 
 
3.6
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
2.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Great program, layout and graphics in reports need updating.

I think other reviewers have covered most of the good and bad related to the program.

User Review

The Good
Portfolio Center is a very robust program. Having used the old tech fi and albridge, i prefer portfolio center.
The Bad
The program requires alot of attention.
The Bottom Line
The program is worth the cost, works effectively, yet needs a major upgrade.
Was this review helpful to you? 

Comments

 
 
Ordering 
 
Already have an account? or Create an account