Review Detail

 
Portfolio Management
by a4a-manage     September 01, 2009    
Overall rating 
 
 
3.8
Company 
 
 
4.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
3.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
2.0
Integrations 
 
 
3.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
5.0

Easy to use, relatively inexpensive, adequate

Good value for our firm.

User Review

The Good
Very easy to use. Good tech support. Relatively inexpensive
The Bad
Performance reports are not very robust
The Bottom Line
Best value for small firms. Good value for larger
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