Review Detail
Overall rating
2.6
Company
4.0
Technology Support
4.0
Reconcilliation
1.0
Financial Institution Interfaces
1.0
Reports
4.0
Fixed Income
1.0
Tax Lot Accounting
1.0
Trading
1.0
Integrations
3.0
Security
4.0
Hosting
4.0
Pricing
3.0
Worth the money for the analytics and billing - planning and contact mgt. functions too basic.
I am reviewing the MS Office Edition.
Have rated one star on the criterion I have not used yet - there was no option of indicating "n/a".
User Review
The Good
Portfolio construction, analytics tools and research. Billing looks promising but haven't used it yet.
The Bad
Planning and contact management functions (including doct. portal) too basic to be useful. Need to have separate software for those. Integration with Money Guide Pro is weaker in M.Star office than its Enterprise version, need to fix that.
The Bottom Line
Get it for the analytics and billing if the price is right, don't expect to use the other functions much if at all.
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