Review Detail
Overall rating
4.3
Company
4.0
Technology Support
4.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
4.0
Tax Lot Accounting
5.0
Trading
3.0
Integrations
4.0
Security
5.0
Hosting
4.0
Pricing
4.0
Does all we need and more.
We've been using Portfolio Center (aka Centerpiece) for more than 20 years with great success. Wouldn't consider changing unless back office support or interface capability deteriorates.
User Review
The Good
Straightforward input, comprehensive capabilities, accurate output, excellent ability to customize reporting
The Bad
learning curve
The Bottom Line
Best program for the money.
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