Review Detail
Overall rating
3.3
Company
5.0
Technology Support
5.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
1.0
Integrations
1.0
Security
4.0
Hosting
1.0
Pricing
5.0
Good reporting program
I have been using the program for 5 years now. It is a quality program that will make your reporting look professional with color reports with graphs and pie charts. I would be much happier if obtaining index/benchmark performance was easier.
User Review
The Good
I use their backoffice team for downloads and reconciliations. This makes things very easy to keep updated. Their reports are diverse and expansive. Cornerstone is continually upgrading the program. Good customer support. Very affordable.
The Bad
Not as robust as more expensive programs, I suspect. Index/benchmark information has to be manually input. Occasionally get errors with complex reports.
The Bottom Line
Very good place to start. Pricing is very affordable. Backoffice support is great.
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