Review Detail
Overall rating
4.3
Company
5.0
Technology Support
4.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
3.0
Tax Lot Accounting
5.0
Trading
3.0
Integrations
4.0
Security
5.0
Hosting
5.0
Pricing
2.0
Meets my needs and my expectations
I have had the product just a couple of months. I have no experience with the trading or fixed income aspects.
User Review
The Good
Reconciliation with Schwab is easy, and hardly ever is burdensome since the the daily download process includes a share reconciliation and cost basis reconciliation each day.
The Bad
Pricey!
The Bottom Line
I feel confident that this is a great product for the long term since it is maintained by Schwab and I custody at Schwab.
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Comments
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