Review Detail
Overall rating
4.8
Company
5.0
Technology Support
3.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
5.0
Tax Lot Accounting
4.0
Trading
5.0
Integrations
5.0
Security
5.0
Hosting
5.0
Pricing
5.0
Great product
We have used Schwab's PortfolioCenter for a number of years and have been very satisified with the product. Fairly straightforward and user friendly.
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