Review Detail
Overall rating
4.6
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
5.0
Trading
5.0
Integrations
5.0
Security
5.0
Hosting
5.0
Pricing
3.0
Superior
Overall, a great product. If you want a complete package of great reporting, billing, trading, and all of the other miscellaneous investment back office support, you should call them today.
User Review
The Good
Aesome client interface, completes several back office tasks, training opportunities, great support, great services available to offices, no major hardware/server additions to your office are needed
The Bad
Learning curve, desktop application can drag in speed, they need to clean up some of the industry terminology, expensive for a smaller sized office
The Bottom Line
Having used 3 to 4 different portfolio managment systems in my career, Orion is the best and most complete package.
Was this review helpful to you?
Comments
Ordering
