Review Detail

 
Portfolio Management
by Guest     October 20, 2009    
Overall rating 
 
 
1.6
Company 
 
 
1.0
Technology Support 
 
 
1.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
2.0
Reports 
 
 
1.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
1.0
Trading 
 
 
1.0
Integrations 
 
 
1.0
Security 
 
 
3.0
Hosting 
 
 
1.0
Pricing 
 
 
1.0

Terrible. Use only of you don't care about asset class charts being correct.

Perfect tool for reports that are less than accurate. If that's what you like, use Albridge.

User Review

The Good
It's great to get 90% of client holdings on a report.
The Bad
Too bad the data is either wrong or there is stuff missing.
The Bottom Line
Nobody can explain why the asset classification chart lists both "OTHER" and "NON-Classified". You call Albridge and their like: 'uh I don't know, Morningstar does that....'
Was this review helpful to you? 

Comments

 
 
Ordering 
 
Already have an account? or Create an account