Review Detail
Overall rating
3.4
Company
4.0
Technology Support
4.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
2.0
Integrations
1.0
Security
3.0
Hosting
2.0
Pricing
2.0
Strong solution but wish they had a more open platform for integrating with other vendors.
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User Review
The Good
Very strong portfolio accounting and reporting.
The Bad
Lack of integration with financial planning and CRM vendors.
The Bottom Line
Strong solution but wish they had a more open platform for integrating with other vendors.
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