Review Detail
Overall rating
2.3
Company
5.0
Technology Support
2.0
Reconcilliation
3.0
Financial Institution Interfaces
3.0
Reports
1.0
Fixed Income
1.0
Tax Lot Accounting
2.0
Trading
1.0
Integrations
2.0
Security
3.0
Hosting
2.0
Pricing
2.0
There are better products on the market
Due your homework before you purchase. Long on promises and short on delivery. I thought with the Morningstar name it would have been a better product.
User Review
The Good
IF your a small firm this maybe an easy solution. If you have expectation of this can of software you won't be happy.
The Bad
The CMR, trading, planning is just not there. All of the data can be purchased at morningstar.com for $165. All you are really buying is the portfolio managment software. All other modules are not usable on a business level. My experience is that the portfolio management software is D+.
The Bottom Line
If you buy this because of the Morningstar name and the data that moringing star provides you with, you will eventually be disappointed once you have the need for a real product and you see what other solution exist.
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