Reviews written by Derrick Dansereau

2 results - showing 1 - 2  
 
 
PortfolioCenter
Portfolio Management
Derrick DansereauDerrick Dansereau   November 03, 2009
Overall rating 
 
 
4.2
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
3.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
5.0
Hosting 
 
 
4.0
Pricing 
 
 
5.0

Robust, easy-to-use software at a reasonable price, but with some limited reporting options.

Robust, easy-to-use software at a reasonable price, but with some limited reporting options.

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2010 Compliance Planning For RIAs
Webinars
Derrick DansereauDerrick Dansereau   October 29, 2009
(Updated: October 29, 2009)
5.0
Average Attendee Rating
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2 results - showing 1 - 2