Review Detail

 
Portfolio Management
by a4a-manage     September 01, 2009    
Overall rating 
 
 
3.7
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
3.0
Hosting 
 
 
4.0
Pricing 
 
 
4.0

Best for the money

Great with FSS

User Review

The Good
Integrates with TRX
The Bad
Reports not as client friendly as Morningstar
The Bottom Line
Would never use in house only with 3rd party
Was this review helpful to you? 

Comments

 
 
Ordering 
 
Already have an account? or Create an account