Review Detail
Overall rating
4.0
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
4.0
Trading
4.0
Integrations
4.0
Security
4.0
Hosting
4.0
Pricing
4.0
Good overall product!
None.
User Review
The Good
It works.
The Bad
Sometimes data needs adjusting.
The Bottom Line
Good fit for any advisor.
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Comments
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