Review Detail
Overall rating
3.2
Company
4.0
Technology Support
4.0
Reconcilliation
2.0
Financial Institution Interfaces
3.0
Reports
3.0
Fixed Income
1.0
Tax Lot Accounting
2.0
Trading
3.0
Integrations
4.0
Security
5.0
Hosting
4.0
Pricing
3.0
Research is good - data reconcilliation not so good
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User Review
The Good
Excellent reports
The Bad
Cumbersome to import and reconcile data from multiple sources. Not all sources can import or update which makes the reports less useful.
The Bottom Line
Not my favorite
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