Review Detail
Overall rating
4.2
Company
5.0
Technology Support
4.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
3.0
Tax Lot Accounting
4.0
Trading
1.0
Integrations
5.0
Security
5.0
Hosting
4.0
Pricing
4.0
Very customizable and very clean, professional looking reports. Great integrations too.
n/a
User Review
The Good
Very customizable. Great looking reports. Can use blended benchmarks or target rates of return from a client's financial plan to track progress. Don't have to reconcile data--it's done by Albridge.
The Bad
Not much. Email support takes a good bit of time and calling on the phone seems to be more efficient. Classifying certain assets does get mixed up when showing allocations.
The Bottom Line
Somewhat expensive but good overall value. Easy to learn yet highly customizable and efficient.
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