Reviews written by debrar724

2 results - showing 1 - 2  
 
 
PortfolioCenter
Portfolio Management
debrar724debrar724   November 03, 2009
Overall rating 
 
 
4.6
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
4.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
4.0

easy to use

Easy to reconcile excellent support staff

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2010 Compliance Planning For RIAs
Webinars
debrar724debrar724   October 29, 2009
(Updated: October 29, 2009)
5.0
Average Attendee Rating
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Very informative

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2 results - showing 1 - 2