Review Detail
Overall rating
4.6
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
5.0
Integrations
5.0
Security
5.0
Hosting
5.0
Pricing
3.0
User-friendly and remarkably scalable!
Would recommend to others.
User Review
The Good
Professional reports and excellent technical support.
The Bad
A tad expensive for a small independent adviser, but worth it for the value it adds to dealings with customers
The Bottom Line
Thumbs Up!
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