Review Detail
Overall rating
3.6
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
5.0
Trading
3.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
2.0
Happy user
needed to use some third party report writers to get everything where it is today
User Review
The Good
very customizable; can be automated; great output; simple file structure; customized reporting and charting
The Bad
proprietary system; doesn't play nice with other; ancient flat file database; lacks some modern reporting features like rolled up SMAs; doesn't handle investment partnerships well
The Bottom Line
cumbersome but very flexible; our output is top quality
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