Review Detail

 
PortfolioCenter Hot
Portfolio Management
by a4a-manage     September 01, 2009    
fredc301
Top 100 Reviewer
View all my reviews (117)
Overall rating 
 
 
3.0
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
3.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
2.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
2.0
Pricing 
 
 
2.0

Schwab PortfolioCenter

A 20 year user of the program

User Review

The Good
very capable program with many features
The Bad
The recent reporting /presentation improvements are long overdue. Need a cloud version and better trading features.
The Bottom Line
Good fit if you primarily custody with Schwab.
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