Review Detail
Overall rating
4.3
Company
5.0
Technology Support
5.0
Reconcilliation
4.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
3.0
Integrations
3.0
Security
5.0
Hosting
4.0
Pricing
4.0
Great for small office. Billing, research, and they're adding more functionality monthly
I'm stil pleased with this product , and with the support I receive from Morningstar!
User Review
The Good
Makes it really easy to do research, portfolio construction, billing, and statements at so many levels. Very versatile, very important to access training modules to explore functionality and how to fit into your practice. Planning module is basic for goal planning, and it's improving. Model portfolio's on the account level work really well for rebalancing. Service has always been responsive. I really like this product.
The Bad
I don't use the email because I can't add my signature. Don't use the CRM very much, planning is basic, but I don't think this is the product to incorporate all that is involved in comprehensive planning.
The Bottom Line
I really like this product. I find something different every day that I didn't know I could do with it, or that I could modify to fit my practice. The addition of being able to add cusip for bonds and have morningstar track is a wonderful new ability.
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