Review Detail
Overall rating
3.9
Company
5.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
2.0
Reports
3.0
Fixed Income
4.0
Tax Lot Accounting
5.0
Trading
4.0
Integrations
3.0
Security
5.0
Hosting
4.0
Pricing
4.0
Good portfolio accounting system, but could use more flexibility
Integrating non-Schwab portfolio information (e.g., outside annuities, etc.) is nearly impossible (even though the program supposedly is able to accomplish this). As a result, overall usability is diminished. Reports are somewhat limited and formatting is not the easiest (e.g., columns get truncated and there seems to be no way to correct this). Overall, though, it's a good program at a competitive price.
User Review
The Good
Portfolio information from Schwab is outstanding. Easy to download and use. Uploading things such as fee sweep information to Schwab is also very convenient.
The Bad
Reports are limited and the program could use more flexibility. Integrating non-Schwab portfolio information (e.g., outside annuities, etc.) is nearly impossible (even though the program supposedly is able to accomplish this). As a result, overall usability is diminished.
The Bottom Line
Overall, well-priced based on functionality and competitive position.
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