Review Detail
Overall rating
3.9
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
3.0
Tax Lot Accounting
5.0
Trading
2.0
Integrations
2.0
Security
5.0
Hosting
2.0
Pricing
3.0
has allowed me to be much more efficient. very happy
My practice is so much more efficient with this product. They welcome feedback and continuously udate the software.
User Review
The Good
accoutning, reports and portal are all good
The Bad
very cumbersome annuity subaccount database. TAsks are decent but wish email was more integrated
The Bottom Line
very happy. They will continue to work on this product. GREat suuport.
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