Review Detail
Overall rating
3.8
Company
4.0
Technology Support
4.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
2.0
Fixed Income
3.0
Tax Lot Accounting
4.0
Trading
3.0
Integrations
4.0
Security
5.0
Hosting
3.0
Pricing
3.0
Nothing flashy, but gets the job done
Never regretted the decision to go with Portfolio Center back in the 90's. If we were starting from scratch today, I would look at the host of competitors seriously.
User Review
The Good
You don't stay in business this long for no reason. Solid, bug free program.
The Bad
Reports are ten years behind. Building custom reports is difficult and sometimes impossible to get what you want.
The Bottom Line
The industry standard. A safe choice.
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