Review Detail

 
Portfolio Management
by Guest     October 20, 2009    
Overall rating 
 
 
3.5
Company 
 
 
4.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
2.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
5.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
5.0

needs to be much more intuitive.

It will be interesting how Advent integrates Black Diamond and the pricing on Black Diamond.

User Review

The Good
Generates personalized reports
The Bad
daily reconcillation can be burdensome
The Bottom Line
positives outweigh negatives
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