Review Detail
Overall rating
3.8
Company
5.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
2.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
4.0
Integrations
4.0
Security
4.0
Hosting
4.0
Pricing
4.0
Good software but needs updated version
See above.
User Review
The Good
Provides interfaces to link with different custodians for download.
The Bad
The graphs and charts are outdated. Some of the reports are limited in what you can show.
The Bottom Line
Good software but there have not been a lot of enhancements over the years.
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