Review Detail
Overall rating
3.2
Company
4.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
2.0
Integrations
2.0
Security
3.0
Hosting
2.0
Pricing
3.0
Not fancy but it does the job.
Inexpensive if you custody with Schwab, but if not, watch for price increases!
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