Review Detail

 
Portfolio Management
by Guest     October 20, 2009    
Overall rating 
 
 
4.0
Company 
 
 
4.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Hosting 
 
 
4.0
Pricing 
 
 
5.0

a GOOD BUT NOT GREAT PROGRAM/SERVICE

WE HAVE FOUND EASIER TO USE THAN ADVENT BUT NOT AS GOOD ON THE PERFORMANCE CALCULATIONS

User Review

The Good
VERY EASY TO USE AND AGGREGATES VARIOUS INVESTMENT PROVIDERS WELL.
The Bad
a BIT SLOW AND DATA AND PERFORMANCE NUMBERS INCORRECT
The Bottom Line
SOLID PROGRAM FOR THE PRICE, NOT PERFECT BUT NOT 12K+ PER YEAR EITHER
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