Review Detail

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

As long as you know how to create reports PC is a great tool

No additional comments than above

User Review

The Bottom Line
We use a back office resource to help us with PC and this works well as they keep updated on all of the upgrades, challenges etc. Some reports do not make sense so you have to double check against the custodian to make sure they are accurate.
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