Review Detail
Overall rating
5.0
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
5.0
Tax Lot Accounting
5.0
Trading
5.0
Integrations
5.0
Security
5.0
Hosting
5.0
Pricing
5.0
Fantastic software
We've been able to do virtually everything we need to do with this software. It is very robust and very customizable.
User Review
The Good
The ability to export data from any report your run into Excel is extremely useful. Tech support is fantastic. One or two people aren't good but most are always able to answer questions.
The Bad
I truly can't think of much
The Bottom Line
Great software for a reasonable price
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