Review Detail
Overall rating
3.7
Company
4.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
4.0
Security
4.0
Hosting
4.0
Pricing
3.0
Solid consolidated performance reporting
Addresses a market need in the BD space.
User Review
The Good
Easy to use
The Bad
Has limitations
The Bottom Line
Good solution for those advisors that transact both commission and fee based business and want to provide consolidated reporting.
Was this review helpful to you?
Comments
Ordering
