Reviews written by Sam

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AssetBook
Portfolio Management
SamSam   February 05, 2010
Overall rating 
 
 
5.0
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
5.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
5.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
5.0

Excellent product. Only portfolio management software that provides exactly what advisers need.

I switched over to Assetbook in 2006 and have been extremely happy with the product. The company converted all my data from a previous system with a seamless transition. Excellent...

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