Review Detail
Overall rating
4.0
Company
5.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
3.0
Fixed Income
3.0
Tax Lot Accounting
4.0
Trading
4.0
Integrations
4.0
Security
5.0
Hosting
3.0
Pricing
5.0
Excellent product for the smaller RIA.
Recommended program for RIA firms with traditional reporting and portfolio management needs
User Review
The Good
Well supported. Does everything we need it to do.
The Bad
The available reporting is starting to look dated but the next version of PortfolioCenter which is rolling out this year is supposed to address that weakness.
The Bottom Line
As long as you don't need a web based solution, this is a great program for what it does.
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