Review Detail
Overall rating
2.8
Company
3.0
Technology Support
2.0
Reconcilliation
2.0
Financial Institution Interfaces
5.0
Reports
4.0
Fixed Income
2.0
Tax Lot Accounting
3.0
Trading
1.0
Integrations
3.0
Security
5.0
Hosting
1.0
Pricing
2.0
My clients' investments are 40% "non-classified" in Albridge.
I want a professional system.
User Review
The Good
The aggregation of assets, using the Cash Edge feature, is good, and the measurement of returns is excellent.
The Bad
The funds and subaccounts are very poorly classified. As I mentioned, 40% of the assets in a report are non-classified as to asset class. I cannot tell simple things, like how much cash, equity, fixed income, and alternative investments we have overall or for a particular client. It is sloppy and unprofessional, and it looks like it is my work product that is so shabby.
The Bottom Line
I've used it for over 10 years now and know of nothing better at that price. They need to address minimum standards; things are at this point sub-par.
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