Review Detail

 
Portfolio Management
by a4a-manage     September 01, 2009    
Overall rating 
 
 
3.2
Company 
 
 
4.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
2.0
Integrations 
 
 
2.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Solid data program but limited reporting options and graphics. No daily TWR.

Solid data management but reports are limited and too many clicks to get desired settings.
Need to move away from interval performance and get to daily TWR to be competitive.

User Review

The Bad
No daily TWR.
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