Review Detail
Overall rating
2.8
Company
3.0
Technology Support
3.0
Reconcilliation
3.0
Financial Institution Interfaces
3.0
Reports
3.0
Fixed Income
3.0
Tax Lot Accounting
2.0
Trading
1.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
4.0
OK.
In my opinion, they have little competition other than certain clearing house proprietary platforms for the price. It's adequate and have no client complaints. They do have a lot of reports that can be added to customize reports. For managed accounts and asset allocation purposes they leave something to be desired.
User Review
The Good
better than nothing and certainly for the price.
The Bad
clunky.
The Bottom Line
For the price it's hard to beat.
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