Review Detail
Overall rating
4.3
Company
5.0
Technology Support
5.0
Reconcilliation
4.0
Financial Institution Interfaces
5.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
3.0
Trading
4.0
Integrations
4.0
Security
5.0
Hosting
4.0
Pricing
4.0
Solid product for portfolio management.
Good product.
User Review
The Good
Solid reliable platform for managing portfolio. Many third party vendors integrate products with Portfolio Center to add functionality.
The Bad
Usually one step behind technology. This may be done to insure the stability of the platform.
The Bottom Line
Good application to build your portfolio management around.
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