Review Detail
Overall rating
3.7
Company
4.0
Technology Support
4.0
Reconcilliation
3.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
4.0
Security
4.0
Hosting
3.0
Pricing
5.0
Easy to use
I enjoy using the program.
User Review
The Good
Easy to use
The Bad
Some of the report settings can be a pain but once you figure out how they work, it is easier to use.
The Bottom Line
It is great for portfolio management as long as you have another program for CRM. Since Principia purchased dbCAMS, they have been making great strides to integrate CAMS with their other product lines which add to the reporting process. You now have more detailed reports if you need them.
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