Review Detail
Overall rating
4.1
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
3.0
Tax Lot Accounting
4.0
Trading
3.0
Integrations
4.0
Security
4.0
Hosting
3.0
Pricing
3.0
Love working on PortfolioCenter - it is the best system around
PortfolioCenter captures the data I need to review client portfolios and report on my clients did over time. It seamlessly interfaces with other software tools as well. I would recommend this portfolio management system to anyone on the Schwab Institutional platform or anyone considering it.
User Review
The Good
Seamless data interface from Schwab. Great technology support. Reporting is top notch. This platform is the gold standard in our industry. Schwab consistently improves the product and gives advisors the tools they need to succeed.
The Bad
I wish it were less expensive & I also wish there was a cloud version that I could interface with remotely.
The Bottom Line
Far and away the best portfolio management system on the market. Schwab has been the leader in the industry in creating this advisory channel and they deliver outstanding software to support our businesses. PortfolioCenter does everything we need it to do and then some. New reporting features are coming online and the product keeps getting better.
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