Review Detail
Overall rating
2.4
Company
3.0
Technology Support
3.0
Reconcilliation
4.0
Financial Institution Interfaces
3.0
Reports
2.0
Fixed Income
1.0
Tax Lot Accounting
3.0
Trading
1.0
Integrations
1.0
Security
3.0
Hosting
1.0
Pricing
4.0
Company lacking updated technology
I have had several problems with the system, and while tech support is helpful, the program continues to have problems that they have been telling me will be fixed with the 'next update'. But it has been years and no update. They also told me that they would not install the program for me because I have a server that runs no my network, they would only install on one computer. There seems to be a lot of internal problems going on.
User Review
The Good
Inexpensive program that can handle simple needs
The Bad
Technology is lacking and required a lot of input from advisor's staff
The Bottom Line
Ok for economical choice if small needs, but if have large asset base go elsewhere
Was this review helpful to you?
Comments
Ordering
