Review Detail

 
Portfolio Management
by Guest     October 20, 2009    
Overall rating 
 
 
2.1
Company 
 
 
3.0
Technology Support 
 
 
1.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
2.0
Reports 
 
 
2.0
Fixed Income 
 
 
1.0
Tax Lot Accounting 
 
 
1.0
Trading 
 
 
1.0
Integrations 
 
 
1.0
Security 
 
 
5.0
Hosting 
 
 
1.0
Pricing 
 
 
2.0

Albridge Review

Wouldn't recommend, but then again, don't know if there are any better products out there for small advisors.

User Review

The Good
Once we get everything working how we want it to, it will be a great product.
The Bad
Customer service is difficult to work with, therefore getting all of the parts working at once has been difficult. If you need to change anything, it takes a long time to get a response and then you usually don't get the support you need. Change is only made by forcing conference calls up customer support individuals and their supervisors.
The Bottom Line
Unless you have a lot of money to throw at this product, you probably will not get it working how you want.
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