Review Detail
Overall rating
4.3
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
3.0
Reports
5.0
Fixed Income
4.0
Tax Lot Accounting
5.0
Trading
4.0
Integrations
3.0
Security
5.0
Hosting
3.0
Pricing
4.0
Top product for advisors of all levels
Have used this for years and never had any significant problems
User Review
The Good
Can be scaled to a level to fit your business model
The Bad
Performance numbers may require detailed discussion with client
The Bottom Line
Industry standard for portfolio management
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