Review Detail
Overall rating
3.2
Company
3.0
Technology Support
1.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
1.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
3.0
Security
4.0
Hosting
4.0
Pricing
4.0
Good overall system although it tries to do too much with too little quality support.
Their CRM system is worthless. The Planning module is too basic for an actual financial planning tool, however, it's ok for making Investment Policy Statements.
User Review
The Good
It's great to have research, the ability to create IPSs, reporting, etc. all in the same ball of wax.
The Bad
The support is pretty dismal in their responsiveness to issues.
The Bottom Line
I've not tried a lot of other portfolio management softwares, but I can't say I'm wildly satisfied with Mstar Office.
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