PortfolioCenter is a multicustodial portfolio management and reporting software solution that provides you with complete flexibility and control, so you can run your back office efficiently and serve your clients better.
PortfolioCenter
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4.5 (3) |
October 02, 2010
Hits: 1639
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Designed specifically for independent financial advisors and investment managers, PortfolioCenter is the system of choice for more than 3,000 firms nationwide. Our scalable platform and related services are designed to support the needs of your business as it grows.
User reviews
Average user rating from: 3 user(s)
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A Very Reliable Program
| Overall rating: | 4.9 | |
| Overall: | 5.0 | |
| Company: | 5.0 | |
| Performance: | 4.0 | |
| Reporting: | 5.0 | |
| Data Management: | 5.0 | |
| Reconciliations: | 5.0 | |
| Interfaces: | 5.0 | |
| Billing: | 5.0 | |
| Additional Features: | 4.0 | |
| Pricing: | 5.0 | |
| Integrations: | 5.0 | |
| Security: | 5.0 | |
| Support: | 5.0 |
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Reviewed by robfinFebruary 18, 2011
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1 of 1 people found the following review helpful
Anyone looking for portfolio management software should include PortfolioCenter in their due diligence.
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Great portfolio management software
| Overall rating: | 4.5 | |
| Overall: | 5.0 | |
| Company: | 5.0 | |
| Performance: | 5.0 | |
| Reporting: | 4.0 | |
| Data Management: | 5.0 | |
| Reconciliations: | 5.0 | |
| Interfaces: | 5.0 | |
| Billing: | 4.0 | |
| Additional Features: | 3.0 | |
| Pricing: | 4.0 | |
| Integrations: | 4.0 | |
| Security: | 4.0 | |
| Support: | 5.0 |
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1 of 1 people found the following review helpful
Very user friendly.
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Solid program for a solid price
| Overall rating: | 4.2 | |
| Overall: | 4.0 | |
| Company: | 5.0 | |
| Performance: | 3.0 | |
| Reporting: | 3.0 | |
| Data Management: | 4.0 | |
| Reconciliations: | 4.0 | |
| Interfaces: | 5.0 | |
| Billing: | 5.0 | |
| Additional Features: | 3.0 | |
| Pricing: | 5.0 | |
| Integrations: | 5.0 | |
| Security: | 4.0 | |
| Support: | 5.0 |
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Reviewed by calicfp1January 01, 2011
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0 of 0 people found the following review helpful
We love how Portfolio Center integrates with just about every application in our office. We used to use Advent Axys and it had no integrations (they still don't). We were going to look elsewhere about a year ago, but Schwab has appeared to be really putting a lot into development and we like what we see! We'll continue to use them.
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