Review Detail
Overall rating
3.8
Company
4.0
Technology Support
3.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
4.0
Tax Lot Accounting
5.0
Trading
3.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
3.0
excellent and reasonably priced
It would be very unlikely that we would change providers unless PC became very costly.
User Review
The Good
Reports, performance measurement, fast & accurate downloads.
The Bad
The tech support reps seem less knowledgeable than when I first started with "Centerpiece" many years ago
Wish logo integration was not as pricey.
Wish logo integration was not as pricey.
The Bottom Line
Generally very good,reasonably priced product. Schwab interface is seamless though I'd prefer if company was still independent.
Was this review helpful to you?
Comments
Ordering
