Review Detail
Overall rating
3.6
Company
4.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
1.0
Integrations
3.0
Security
4.0
Hosting
4.0
Pricing
3.0
Very good and improving
A complex application but can do a lot if you invest the time.
User Review
The Good
Responsive and knowledgeable help
The Bad
Very complex and constantly changing; difficult for advisors to get proficient and stay up to date.
The Bottom Line
Good and improving
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