Review Detail
Overall rating
2.5
Company
3.0
Technology Support
2.0
Reconcilliation
3.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
2.0
Tax Lot Accounting
2.0
Trading
1.0
Integrations
2.0
Security
3.0
Hosting
2.0
Pricing
2.0
Customizable and clean reporting system- more good than bad.
This system works fairly well, but I have some problems with the tax-lot accounting methods and the way they calculate returns. The reports are fairly easy for clients to understand, and don't get too technical. The graphs are nice, but I echo the sentiment below that Albridge not differentiating between "Non-Classified" and "Other" is ridiculous.
The presentations haven't been updated in years, and although I don't know what other systems charge I feel Albridge is too expensive for what we get from it.
User Review
The Good
Customizable and clean-looking. Clients can follow reports easily.
The Bad
Tax-lot accounting system is messy, and tech support is terrible.
They haven't upgraded the system in 5 years or so.
They haven't upgraded the system in 5 years or so.
The Bottom Line
You can probably find a better system, but Pershing integrates by default.
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