Review on 8folios by Marcos Fiallo

I like how easy it was for me as an accountant using this program to see all of my clients' portfolios at once in one place without having multiple accounts or tabs open! It's very helpful when you are trying to track your portfolio performance over time instead if searching through files manually each month/quarter with other programs such as Excel which can be difficult to keep up wtih changes from year end finical statements etc.. There were some glitches we had where certain features would not load properly but overall everything worked great (even after contacting customer support several times). The ability to have reports sent out automatically monthly so accounting staff doesn't need to take extra steps every quarter vs waiting until they get back into their office during tax season.