Review Detail

 
Portfolio Management
by Guest     October 20, 2009    
Overall rating 
 
 
3.5
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
3.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
2.0
Integrations 
 
 
3.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Advent APX

Overall great value for the money. Easily integrates into Advent Moxy for trading.

User Review

The Good
Ease of use; ABOS recon
The Bad
Some reports were designed by programmers rather than users of the data; some lack logic
The Bottom Line
great portfolio reporting and accounting system
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