Review Detail
Overall rating
4.0
Company
4.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
4.0
Security
5.0
Hosting
3.0
Pricing
4.0
Don't know how I got by without it
Very happy with the decision to engage services
User Review
The Good
Easy to use. Responsive team. Trust the accuracy
The Bad
Integration with my custodian took a while. Custom report took a long time to develop but now it works great.
The Bottom Line
Perfect service for smaller firm.
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