Review Detail
Overall rating
4.6
Company
5.0
Technology Support
5.0
Reconcilliation
4.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
5.0
Tax Lot Accounting
5.0
Trading
3.0
Integrations
5.0
Security
5.0
Hosting
4.0
Pricing
4.0
Great product. Always improving. Great support.
I have use the Office Edition for three years and find it works very well for my one person planning firm. Great research and reports. Good aggregation and importing. Support is excellent. Planning module is weak but they are improving.
User Review
The Bad
Planning module is weak but improving.
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