Review Detail
Overall rating
3.3
Company
4.0
Technology Support
3.0
Reconcilliation
3.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
3.0
very helpful
No further comment
User Review
The Good
Consolidation Reports very helpful
The Bad
Difficult at times to get outside accounts incorporated into consolidated report
The Bottom Line
I find it so helpful in meeting with clients
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