Review Detail
Overall rating
4.7
Company
5.0
Technology Support
4.0
Reconcilliation
5.0
Financial Institution Interfaces
4.0
Reports
5.0
Fixed Income
5.0
Tax Lot Accounting
5.0
Trading
4.0
Integrations
4.0
Security
5.0
Hosting
5.0
Pricing
5.0
IAS Review
We implemented this sytem one year ago and continue to roll-out various components. It is a complex and powerful system that requires sufficient time to learn and master all of the capabilities it has to offer. If time is spent to really understand the system, it can play a central and vital role in an advisor's entire practice.
User Review
The Good
The system was built from the ground up with all systems working together - this is not a link of independent systems
The Bad
Difficulty in effectively integrating CashEdge and ByAllAccounts
The Bottom Line
Powerful system that is unified and can produce output for the most basic client to the most sophisticated and complex financial situation
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