Review Detail
Overall rating
3.7
Company
4.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
3.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
3.0
Integrations
3.0
Security
4.0
Hosting
3.0
Pricing
4.0
Content is thorough, yet usability and reporting flexibility are sorely lacking.
A reasonably cost effective tool for portfolio management.
User Review
The Good
Very capable product for communicating effectively clients most aspect of their portfolio management.
The Bad
Extremely clunky and Windows 3.0 like in configuring reports. Flexibility is not a strong suit.
The Bottom Line
Gets the job done with some heavy lifting required at times to get the end product you're looking for out of the product.
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