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Home
CE Webinars
Presentations
CFP Ethics Class
Purchased Electives
Reviews written by KMcIntyre
1 results - showing 1 - 1
PortfolioCenter
Portfolio Management
KMcIntyre
March 21, 2011
Overall rating
4.2
Company
4.0
Technology Support
4.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
5.0
Trading
3.0
Integrations
2.0
Security
5.0
Hosting
5.0
Pricing
5.0
Comprehensive and easy to use
Does the job well, but very vanilla. WOuld love to see integration
Read Review
Comments (0)
1 results - showing 1 - 1
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You'll be emailed a discount coupon for $30 off the
CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.