Review Detail
Overall rating
3.7
Company
3.0
Technology Support
4.0
Reconcilliation
3.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
4.0
Integrations
3.0
Security
4.0
Hosting
4.0
Pricing
5.0
Investigo rating
More flexibility in reporting would be nice, but it can satisfy most clients' reporting needs for far less than other systems.
User Review
The Good
Provides a secure online client vault as part of subscription.
Scheduled reports can be automatically produced and stored in client vault, with email to client to notify that report is available.
Very low cost.
Scheduled reports can be automatically produced and stored in client vault, with email to client to notify that report is available.
Very low cost.
The Bad
The only security-level performance report available provides performance for each security's unique holding period; there's no way to compare performance for multiple securities for the same period.
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