Review Detail
Overall rating
3.3
Company
5.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
2.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
4.0
Security
4.0
Hosting
2.0
Pricing
1.0
Big isn't always better
I am in the process of evaluating vendors for next year. I am not averse to staying with M*, but certainly not loyal to the product.
User Review
The Good
Tech support and available research/resources are impressive. CRM is adequate.
The Bad
Report Studio is very sensitive to data entry, and not very forgiving. Data feed of fund into reports is often inaccurate.
The Bottom Line
Great for research and resources. Takes a bit of getting used to. M*s support is great.
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