Review Detail
Overall rating
3.9
Company
3.0
Technology Support
4.0
Reconcilliation
3.0
Financial Institution Interfaces
5.0
Reports
3.0
Fixed Income
4.0
Tax Lot Accounting
5.0
Trading
3.0
Integrations
2.0
Security
5.0
Hosting
5.0
Pricing
5.0
Morningstar Rating
see abover
User Review
The Good
Needs to professionalize report look...get consistent with performance calculations between modules...allow aggregate fund performance report to be easier rather than an exported excel spreadsheet. Too many other issues of detail to mention here.
The Bottom Line
see above
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