Review Detail

 
Portfolio Management
by a4a-manage     September 01, 2009    
Overall rating 
 
 
4.8
Company 
 
 
5.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
5.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
5.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
5.0

Great product

We have used Schwab's PortfolioCenter for a number of years and have been very satisified with the product. Fairly straightforward and user friendly.

Was this review helpful to you? 

Comments

 
 
Ordering 
 
Already have an account? or Create an account