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Schwab PortfolioCenter vs. Advent

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May 1, 2009 5:30 pm

Any thoughts?  Did a demo of Portfolio Center and was not very impressed.  How does Advent stack up?  Does it make things easier to use Portfolio Center if you’re on the Schwab platform?  Thanks.

May 6, 2009 7:21 pm

Advent is a very established system that is used by money managers and advisors.  There reports are very detailed and not a lot of pictures.  I have a list of reports that I will be happy to send.  Send me a PM.

Good Luck

ash - The Breakaway Experts
609-945-7100 x 101