Review Detail
Overall rating
4.2
Company
4.0
Technology Support
4.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
4.0
Integrations
4.0
Security
5.0
Hosting
4.0
Pricing
3.0
Great potential, even greater headaches!
IAS has great potential but as my husband says, it is way over-engineered. After nearly five years we still find this a difficult system to use.
User Review
The Good
Automatic downloads make asset allocation signficantly easier than previous package used.
The Bad
Financial planning reports are sorely lacking. The system is very difficult to use.
The Bottom Line
Despite the sophisticated cash flow reports generated, this system is way too cumbersome. In retrospect, another package would have resulted in less headaches and greater use of everyone's time.
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