Review Detail

 
Portfolio Management
by Guest     October 20, 2009    
Overall rating 
 
 
3.1
Company 
 
 
4.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
1.0
Integrations 
 
 
1.0
Security 
 
 
3.0
Hosting 
 
 
1.0
Pricing 
 
 
4.0

PowerAdvisor from Cornerstone Review

Cornerstone continues to make improvements to their product and they're technical service crew are patient and knowledgeable.

User Review

The Good
The technical support crew have always been top notch when needed. Though there is a learning curve, the system they have set up is quite user friendly and easy to pick up.
The Bad
Not as robust as other reporting systems, the reports still need some work so as to be able to customize more completely.
The Bottom Line
This is a good starter program.
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