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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
January 10, 2011
kenpetersen
View all my reviews (2)
Overall rating
3.8
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
3.0
Reports
3.0
Fixed Income
4.0
Tax Lot Accounting
5.0
Trading
3.0
Integrations
3.0
Security
5.0
Hosting
3.0
Pricing
2.0
Good PM, but hasn't keep up with the times. Could be much better with more robust reporting etc.
would like to see it download index data to include in reports.
User Review
The Good
you get used to it, and it does a good job over long period of time. have been using it for 15 years.
The Bad
reports could be more robust.
The Bottom Line
OK
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