Review Detail

 
Portfolio Management
by Guest     October 20, 2009    
Overall rating 
 
 
3.7
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
3.0

Solid consolidated performance reporting

Addresses a market need in the BD space.

User Review

The Good
Easy to use
The Bad
Has limitations
The Bottom Line
Good solution for those advisors that transact both commission and fee based business and want to provide consolidated reporting.
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