Review Detail
Overall rating
3.9
Company
4.0
Technology Support
5.0
Reconcilliation
4.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
4.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
3.0
Security
5.0
Hosting
4.0
Pricing
2.0
Highly technical, must be wiling to rollup your sleves and do the front end work
I would recommended Portfolio Center to any advisor looking for a portfolio management solution. Technical support call center is very knowledgable and helpful.
User Review
The Good
Can do alot of different things. Highly formatable, but very technical.
The Bad
Cost is up there, but to be fair, comparatively to DBCams, Wealth Adhesion, etc., it is a good value.
The Bottom Line
Everything you need to be professional and accurate.
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