Review Detail
Overall rating
4.0
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
3.0
Reports
5.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
5.0
Integrations
3.0
Security
4.0
Hosting
3.0
Pricing
4.0
Great for Investment Management & Research Only
I don't find this expensive compared to the decent alternatives (such as Axys and Centerpiece).
User Review
The Good
Great reports for investment management
The Bad
Financial planning is limited/focused to/on investments
The Bottom Line
Great program for investment management software. Constantly updated. Fantastic research. Would not use for CRM or financial planning.
Was this review helpful to you?
Comments
Ordering
