Reviews written by kstokes

2 results - showing 1 - 2  
 
 
Orion Advisor Services
Portfolio Management
kstokeskstokes   November 05, 2012
(Updated: November 06, 2012)
Overall rating 
 
 
2.8
Company 
 
 
4.0
Technology Support 
 
 
2.0
Reconcilliation 
 
 
2.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
1.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
5.0
Pricing 
 
 
2.0

Too many recurring issues.

The data is simply not clean enough. Issues with data conversion, billing, reconciliation, and reporting. Can't risk sending bad data to clients.

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PortfolioCenter
Portfolio Management
kstokeskstokes   May 24, 2011
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.

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2 results - showing 1 - 2