Review Detail
Overall rating
3.8
Company
4.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
5.0
Trading
1.0
Integrations
1.0
Security
5.0
Hosting
3.0
Pricing
5.0
PortfolioCenter does the job / recent enhancements to reporting package greatly improved
Definitely wouldn't select if just starting a new firm, although it does the job. The new reporting package is a step into this century. We'll see how they progress. Would like to see some enhancements of the security database to help keep things clean and tidy.
User Review
The Good
Complete control over reporting
The Bad
It's 2011 and you cannot import information into PortfolioCenter...try adding an index...manual entry anyone.
The Bottom Line
Does the job. And the price is right. Changing is not really an option I would consider.
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