Review Detail

 
Portfolio Management
by a4a-manage     September 01, 2009    
Overall rating 
 
 
2.8
Company 
 
 
3.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
1.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

I use through BOSS so I don't have to deal with how it works; wish reports were more professional.

Probably wouldn't be using it if BOSS used anything else or if I weren't using BOSS.

User Review

The Good
Seems to do the job.
The Bad
Reports look amateurish, although I understand they have a new package that will fix that.
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