Review Detail

 
Portfolio Management
by a4a-manage     September 01, 2009    
Overall rating 
 
 
4.7
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
5.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
4.0
Integrations 
 
 
5.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
4.0

A solid portfolio accounting system that keeps getting better.

I'm familiar with many competing products, but I would certainly "re-purchase" PC again. Probably the only reason I would consider moving to another portfolio accounting system was if I determined that it had become uncompetitive cost wise.

User Review

The Good
We're very happy with PC. It is easy to learn, and we find that it meets all our needs.
The Bad
It's getting to be more and more expensive. Some of the modules and license fees feel unduly expensive.
The Bottom Line
Excellent choice.
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