Review Detail
Overall rating
4.4
Company
5.0
Technology Support
5.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
5.0
Fixed Income
4.0
Tax Lot Accounting
5.0
Trading
4.0
Integrations
4.0
Security
5.0
Hosting
5.0
Pricing
3.0
Portfoilio Center 2011
I would not want to go without it.
User Review
The Good
The reports are very good. It interfaces with Schwab and By All Accounts well and allows me to create good Schedule D reports for taxes.
The Bad
It is a little costly.
The Bottom Line
A good value to save time and help clients.
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