Review Detail
Overall rating
4.2
Company
5.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
5.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
4.0
Integrations
4.0
Security
4.0
Hosting
3.0
Pricing
5.0
Reliable, but at times complicated.
I've liked Portfolio Center , in spite of some of the learning curve. The reports can be tailored for simplicity or detail, as you prefer.
User Review
The Good
Integrates well with Schwab, who I prefer as the custodian.
The Bad
No web based.
The Bottom Line
Reliable, but requires some know how.
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