Review Detail

 
Morningstar Office Hot
Portfolio Management
by a4a-manage     July 28, 2009    
Peter
Top 10 Reviewer
View all my reviews (248)
Overall rating 
 
 
4.4
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
5.0
Hosting 
 
 
3.0
Pricing 
 
 
4.0

Excellent portfolio management and research but weak CRM + planning

Excellent integration of portfolio managemnt and research

User Review

The Good
Portfolio Management and Research very comprehensive
The Bad
CRM is minimal
Fairly steep learing curve
The Bottom Line
Definitely recommended but I don't use the planning or CRM
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