Review Detail
Overall rating
3.3
Company
4.0
Technology Support
4.0
Reconcilliation
3.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
2.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
4.0
Security
4.0
Hosting
3.0
Pricing
2.0
Helpful but expensive service
expensive for the services they provide
User Review
The Good
Comprehensive list of investments which is useful in research or evaluating existing portfolio of potential clients
The Bad
Too expensive!
The Bottom Line
I have used them for many years, but am considering canceling subscription due to cost.
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