Review Detail

 
Portfolio Management
by a4a-manage     September 01, 2009    
Overall rating 
 
 
4.5
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
5.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
5.0

We're pretty happy all things being equal

A better alternative than Advent and close to it's value I believe.

User Review

The Good
I think that the program is a good one all things taken into account.
The Bad
I'd like better reports but my understanding is that they're on the ay.
The Bottom Line
I'd buy it again if I had to. I wish they'd interface with Sales Force similar to the Orion platform.
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