Review Detail

 
Portfolio Management
by Guest     October 20, 2009    
Overall rating 
 
 
3.4
Company 
 
 
4.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
1.0
Integrations 
 
 
4.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
4.0

Thanks goodness for Mstar; support remains strong, reports are getting better.

We're hopeful.

User Review

The Good
dbCams tech people are savvy and available. Pricing is not stratospheric. Weak reporting is (slowly) getting better but it is progress despite being a long way from drag-and-drop modules. Overly busy Morningstar-type reports are showing up with no customization available (yet?).
The Bad
Weak reporting. "Enhanced" reports are very tedious to build.
The Bottom Line
Grateful to Morningstar for acquiring dbCams/FCSI, so we're renewing to give them a chance to strengthen/rewrite it further.
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