Review Detail
Overall rating
4.3
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
4.0
Security
5.0
Hosting
5.0
Pricing
4.0
Great one-stop shop
A very good integrated solution.
User Review
The Good
Great reports. Powerful analytics. Seemless integration with Schwab - at least for how I use it (mutual funds). Handsome and professional looking.
The Bad
The program is a massive database and it's easy to get confused considering all of it's functionality. Sometimes the program is slightly quirky or unstable and it can make you even more confused. For example, the Report Studio section (which I really don't have to have) crashes the program sometimes and was the one enhancement I felt was roled out prior to being ready for primetime - but their heart is in the right place. Plus knowing simple things like "hit the refresh button" when I didn't know I had to could have saved me lots of confusion over strange numbers. Little things like that pop up but overall I love the program. (A more rubust monte carlo goal planner would be great - more like MoneyGuidePro's.)
The Bottom Line
Great one-stop program with great support and training tutorials. Love the way they continue to improve it. Very happy with it.
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