Review Detail

 
Morningstar Office Hot
Portfolio Management
by a4a-manage     July 28, 2009    
StevenP302

View all my reviews (2)
Overall rating 
 
 
3.6
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
2.0
Integrations 
 
 
3.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
3.0

slowly getting better

worth a try

User Review

The Good
makes nice portfolio reports
The Bad
had many glitches last year, mostly improved
CRM very weak
Financial planning software weak
The Bottom Line
decent program
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