Portfolio Manager Reviews

User Rating

5/5 (Based on 1 Ratings)

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Reviews

Michelle F

December 20, 2017 Source: G2.com

BlueSky Takes You Further

What do you like best about Portfolio Manager?

I really like how intuitive this software is to use. It has some unique and innovative methods I have not seen with other similar software programs. Our company was able to save considerable money via a tax benefit recommended by BlueSky. We were all super impressed and have recommended them to a couple of our neighboring businesses. The financing knowledge provided from this program saved us time and money.

What do you dislike about Portfolio Manager?

There were some hiccups getting started with this program. I thought it could have been easier and found some of the questions asked redundant.

Recommendations to others considering Portfolio Manager?

Make sure you read the mission statement carefully to make sure this program is right for your company. Ask the right questions via support staff to make sure you are getting the right software for your business.

What problems is Portfolio Manager solving and how is that benefiting you?

Risk management is smarter when using BlueSky. We have less risk and have realized some savings because of the risk management insight provided by BlueSky.

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