User Reviews of iServer & Planview Portfolios

Updated March 2024

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iServer review

Elma-Marks
Elma-Marks
Enterprise Architect at a financial services firm with 501-1,000 employees
Simple and flexible with solid stability
It was quite simple to set up, once you've done the training. It was important to get the training done before we could make any changes to the configuration and set up. We worked with it for a bit before we actually had the training. It would have been easier to get going with the training first, but that was just an operational issue. We...
Planview Portfolios review

Mark Hillman
Mark Hillman
Global Head of Portfolio Management at a wholesaler/distributor with 1,001-5,000 employees
User-friendly interface, but the reporting could be improved
The reporting is poor and requires improvement. The tiles and exception-based activities in the application are sufficient to get by. However, when it comes to producing executive reports, MI reports, or any other type of reporting, we must exit Planview and work offline. We have been working with them to improve on that, as well as using...

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