Review Detail
Overall rating
2.6
Company
2.0
Technology Support
2.0
Reconcilliation
3.0
Financial Institution Interfaces
3.0
Reports
2.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
1.0
Integrations
2.0
Security
4.0
Hosting
3.0
Pricing
3.0
In Process of Switching out of PC
planning to switch to another system.
User Review
The Good
average on most things. it provides what is needed
The Bad
very steep learning curve. reports are not great and it is still desktop based
The Bottom Line
we are not keeping portfolio center. switching to an integrated cloud-based system
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