Review Detail
Overall rating
2.8
Company
4.0
Technology Support
3.0
Reconcilliation
3.0
Financial Institution Interfaces
3.0
Reports
2.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
1.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
2.0
You Can Do Better Eleswhere
Look at the alternatives for a better portfolio accounting and reporting system. Orion and AssetBook specifically.
User Review
The Good
Every publication Mstar puts out is in there.
The Bad
On-boarding for new users is among the worst I've ever experienced. Unintuitive and inconsistent interface.
The Bottom Line
Since none of its other components - CRM, Vault, or "Planning" are competitive with any of the better alternatives available elsewhere, it's primary use is portfolio accounting. If you can afford it, look at Orion and/or AssetBook. With both, you get built-in download and reconciliation.
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