Review Detail

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

Much better than Investigo. Great automated reporting makes my life easier.

Worth it.

User Review

The Good
I dont send out any paper reports now that I have Albridge automated to send out quarterly, and yearly reports. Easy to set up and send.
The Bad
Tech questions take a long time to get answered if you send email. So I prefer to call and wait on hold until I get a live person. Wish the email tech service was quicker on turn around.
The Bottom Line
Saves me a lot of time. I use Albridge almost daily and my clients really like it too.
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