Review Detail
Overall rating
4.1
Company
4.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
5.0
Reports
3.0
Fixed Income
4.0
Tax Lot Accounting
5.0
Trading
4.0
Integrations
4.0
Security
4.0
Hosting
4.0
Pricing
4.0
Good value for the money
Solid portfolio management software.
User Review
The Good
Relatively user friendly and has good functionality. Well established product and there aren't a lot of technical problems.
The Bad
There is a limit to how much the reports can be customized and the visual appeal of the reports could be improved.
The Bottom Line
A stable platform and a good value for the money compared to others we've reviewed.
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