Review Detail
Overall rating
4.0
Company
4.0
Technology Support
5.0
Reconcilliation
4.0
Financial Institution Interfaces
5.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
5.0
Trading
2.0
Integrations
5.0
Security
5.0
Hosting
3.0
Pricing
3.0
PortfolioCenter full featured Portfolio Management System.
Very capable, solid portfolio management system.
User Review
The Good
PortfolioCenter has good data capturing and detailed reporting capabilities.
The Bad
The user interface could be more friendly and easy to use, especially in report production.
The Bottom Line
I couldn't run my business for the last 15 years without PortfolioCenter.
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