Review Detail
Overall rating
3.7
Company
4.0
Technology Support
3.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
3.0
Security
4.0
Hosting
4.0
Pricing
4.0
Not much of a choice out there
My custodian recommended this company and it does the job.
User Review
The Good
It is a solution for the smaller RIA firm.
The Bad
it is not optimized to run on an iMac computer but hopefully this will get better. Technical support is somewhat amateur and hopefully this will get better.
The Bottom Line
Since it's a specialized application, there are many options and what is available is very expensive. So this is the best available for the price point.
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