Reviews written by pampoldiak@yahoo.com

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AssetBook
Portfolio Management
pampoldiak@yahoo.compampoldiak@yahoo.com   February 21, 2014
Overall rating 
 
 
3.8
Company 
 
 
4.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
2.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
2.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
4.0

Easy to use, value priced, but experiencing some growth pains.

Have been with AssetBook for four years.

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