Review Detail

 
Portfolio Management
by a4a-manage     May 28, 2009    
Overall rating 
 
 
2.5
Company 
 
 
3.0
Technology Support 
 
 
2.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
2.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
1.0
Integrations 
 
 
2.0
Security 
 
 
4.0
Hosting 
 
 
2.0
Pricing 
 
 
3.0

They put out a nice product. Service is slipping however.

See above.

User Review

The Good
Billing service has been efficient and accurate. Quarterly reports are high quality. Flexible reporting options.
The Bad
Client service and follow through is currently lacking - maybe growing pains for Orion. Batch trading was cumbersome and slow unless you add a third party company to clean things up.
The Bottom Line
I don't have comparisons, but they are getting the job done. Good with room for improvement
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