Review Detail
Overall rating
4.2
Company
4.0
Technology Support
4.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
4.0
Trading
4.0
Integrations
5.0
Security
4.0
Hosting
4.0
Pricing
4.0
Moved to IAS about a year ago from Port Cent, Protracker and Moneyguide Pro
Overall, I like it.
User Review
The Good
Nicely integrated
The Bad
CRM group calendar is lacking. We are to do a work around to make it work for us (4 person office)
The Bottom Line
I like it better than using Port Center, Protracker and Money Guide Pro.
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