Review Detail

 
Portfolio Management
by a4a-manage     September 01, 2009    
Overall rating 
 
 
4.0
Company 
 
 
5.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
1.0
Integrations 
 
 
1.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
4.0

Rock solid legacy program that requires experienced operators to run properly.

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User Review

The Good
Total control over reporting.
The Bad
Ancient interface and report styles. The total control over reporting mentioned as "good" requires perfect attention to detail in report config; for example, a changed date for the entire report does not flow through to update column data and headers - each must be painstakingly updated one at a time.
The Bottom Line
The new presentation suite is designed to address the ancient report and unlinked nature of every datapoint therein. It's still got potential, but a long way to go. I hope it keeps improving.
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