Review Detail
Overall rating
3.7
Company
4.0
Technology Support
3.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
4.0
Trading
3.0
Integrations
4.0
Security
4.0
Hosting
3.0
Pricing
4.0
Reliable portfolio reporting, reasonable price, improving report functionality
Soild portfolio management solution. Takes some time to learn. The more you put into learning about the software and its reporting fuction, the more you will get out of it.
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