Review Detail
Overall rating
3.4
Company
4.0
Technology Support
4.0
Reconcilliation
2.0
Financial Institution Interfaces
3.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
3.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
4.0
Only as good as the info downloaded into system.
We use the client reporting function on a regular basis but consistently find errors in the data that must be corrected before we can provide the reports to clients.
User Review
The Good
Nice reports to give to clients showing their consolidated positions.
The Bad
Transactions downloaded from custodians is regularly mis-classified causing assistant to spend too much time getting errors corrected.
The Bottom Line
Its a good tool but data has to be reviewed closely for errors.
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