Review Detail

 
Morningstar Office Hot
Portfolio Management
by a4a-manage     July 28, 2009    
madlex
Top 1000 Reviewer
View all my reviews (7)
Overall rating 
 
 
2.8
Company 
 
 
3.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
2.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
2.0

We had it and dropped it

see above

User Review

The Good
Good overall platform for the smaller firm
The Bad
Not flexible enough
The Bottom Line
Better integrated and robust applications available
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