Review Detail
Overall rating
3.8
Company
4.0
Technology Support
5.0
Reconcilliation
4.0
Financial Institution Interfaces
5.0
Reports
3.0
Fixed Income
3.0
Tax Lot Accounting
4.0
Trading
3.0
Integrations
4.0
Security
4.0
Hosting
3.0
Pricing
3.0
Solid Solution, but Reports Can Be Better
would recommend to new or experienced advisors alike
User Review
The Good
incredibly powerful database/system
The Bad
customizing reports is limited
The Bottom Line
Been using it for over 13 years....it's solid.
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