Review Detail
Overall rating
2.8
Company
4.0
Technology Support
4.0
Reconcilliation
3.0
Financial Institution Interfaces
3.0
Reports
2.0
Fixed Income
1.0
Tax Lot Accounting
5.0
Trading
1.0
Integrations
4.0
Security
4.0
Hosting
1.0
Pricing
2.0
PortfolioCenter
N/A
User Review
The Good
Good
The Bad
Poor technology and bad reports
The Bottom Line
If you goal is to match what all of the wirehouse firms put out, you have found it here....
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