Review Detail

 
Portfolio Management
by Guest     October 20, 2009    
Overall rating 
 
 
2.8
Company 
 
 
3.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
2.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
1.0
Pricing 
 
 
1.0

Definitely does the job

Look before you leap

User Review

The Good
Accurate precise calculations with multiple report options
The Bad
Pricing is high for a small firm and output is not pretty
The Bottom Line
If starting today I would look at other more flexible and
consumer friendly products before signing up with Advent
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