Skip navigation
Menu
Search Forums
The Advisor ForumsRIAs, Independents

Schwab PortfolioCenter vs. Advent

or Register to post new content in the forum

2 RepliesJump to last post

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
May 1, 2009 5:30 pm

georgicaclose

Joined: 2006-11-16Offline

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

Ash

Joined: 2009-03-18Offline

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
www.FAfreedom.com - The Breakaway Experts
609-945-7100 x 101