Review Detail
Overall rating
3.3
Company
3.0
Technology Support
3.0
Reconcilliation
4.0
Financial Institution Interfaces
3.0
Reports
3.0
Fixed Income
2.0
Tax Lot Accounting
5.0
Trading
2.0
Integrations
4.0
Security
5.0
Hosting
4.0
Pricing
1.0
IAS
Planning and Reports could be better. Not designed by a Financial Planner, so it is cumbersome to get all the detail.
User Review
The Good
Great for preparing for Client meetings
The Bad
Need to populate a lot of data, not planner friendly.
The Bottom Line
You can build your business around the product, but you need to commit to it.
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