Review Detail
Overall rating
4.4
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
5.0
Tax Lot Accounting
5.0
Trading
1.0
Integrations
4.0
Security
5.0
Hosting
5.0
Pricing
5.0
A versatile, easy to use, comprehensive portfolio accounting system
This was my first portfolio accounting system. Left for a time to use IFS, then DBCams. We were very happy to be back to PC.
User Review
The Good
We can download almost all accounts and have almost eliminated manual entries. The new reporting module looks good and we are looking forward to using it. We can easily export reports into Money Guide Pro or excel. Integration with By All Accounts allows us access to 401k's and annuities. Pricing is fair and reasonable.
The Bad
Reports have, up until now, been very easy to format, but we couldn't customize our look. I think the reporting module will fix this
The Bottom Line
We've been using Portfolio Center for years and I can't imagine a time when we would change
Was this review helpful to you?
Comments
Ordering
