Review Detail
Overall rating
2.9
Company
3.0
Technology Support
3.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
2.0
Integrations
2.0
Security
3.0
Hosting
1.0
Pricing
1.0
No Change to the Good, the Bad, and the Ugly
Not enough bad to consider switching; not enough good to not seriously consider alternatives when making new commitment.
User Review
The Good
Industry Standard
The Bad
Too long the Industry Standard without improvement, given the cost.
The Bottom Line
Smaller IM Firms and Planning Firms are better off going elsewhere.
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