Review Detail

 
Portfolio Management
by Guest     October 20, 2009    
Overall rating 
 
 
3.5
Company 
 
 
4.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
1.0
Integrations 
 
 
4.0
Security 
 
 
5.0
Hosting 
 
 
3.0
Pricing 
 
 
2.0

One of the earliest and most competitive portfolio reporting solutions

A strong player in the market - their scale and influence drives a lot of feature enhancements among competitors and peers in portfolio reporting.

User Review

The Good
Powerful platform with a multitude of direct data relationships with the most valuable interfaces in our business
The Bad
Very expensive unless implementing as a large enterprise financial institution
The Bottom Line
If you are a large advisory firm or a Top 100 broker dealer - Albridge should be on your list for evaluation.
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