Review Detail

 
Portfolio Management
by a4a-manage     September 01, 2009    
Overall rating 
 
 
3.7
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
3.0

Good, but not web based.

No further comments.

User Review

The Good
Great interface, easy to navigate, and very customizable.
The Bad
Not web-based, not available on a Mac, and expensive.
The Bottom Line
Good for now. Am considering switching to Morningstar office or another web-based alternative.
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