Review Detail
Overall rating
3.9
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
3.0
Integrations
4.0
Security
5.0
Hosting
3.0
Pricing
4.0
Great Overall Portfolio Management
Very good company and portfolio management platform. We have been very happy with the product and relationship. I would recommend.
User Review
The Good
The ease of use. The responsiveness and ability of the service team.
The Bad
Reporting capabilities could be better, however, it is something they are working to improve.
The Bottom Line
Very good company and portfolio management platform. We have been very happy with the product and relationship.
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