Review Detail
Overall rating
3.3
Company
4.0
Technology Support
3.0
Reconcilliation
3.0
Financial Institution Interfaces
3.0
Reports
3.0
Fixed Income
3.0
Tax Lot Accounting
4.0
Trading
3.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
4.0
Good basic software with some import problems
Frustration with import problems has caused us to start looking at alternatives.
User Review
The Good
Relatively easy to use. Integration with Morningstar reports a big improvement.
The Bad
Consistent problem importing from TDAM. Support from Cams and TDAM have not helped.
The Bottom Line
Adequate, reasonably priced portfolio management software.
Was this review helpful to you?
Comments
Ordering
