Review Detail

 
Portfolio Management
by a4a-manage     September 01, 2009    
Overall rating 
 
 
3.8
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
3.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
5.0
Hosting 
 
 
3.0
Pricing 
 
 
2.0

Good PM, but hasn't keep up with the times. Could be much better with more robust reporting etc.

would like to see it download index data to include in reports.

User Review

The Good
you get used to it, and it does a good job over long period of time. have been using it for 15 years.
The Bad
reports could be more robust.
The Bottom Line
OK
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