Review Detail
Overall rating
3.7
Company
4.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
3.0
Fixed Income
3.0
Tax Lot Accounting
5.0
Trading
3.0
Integrations
3.0
Security
5.0
Hosting
3.0
Pricing
3.0
Portfolio Center is a good product.
Portfolio Center is probably one of the best products available. In talking with other advisers this appears to be the consensus.
User Review
The Good
Customizable.
The Bad
Even with the enhanced reporting module the reports are plain.
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