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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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Review Detail
PortfolioCenter
Hot
Portfolio Management
by
a4a-manage
September 01, 2009
June 15, 2010
taram901
Top 1000 Reviewer
View all my reviews (6)
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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