Review Detail
Overall rating
3.7
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
4.0
Reports
3.0
Fixed Income
2.0
Tax Lot Accounting
2.0
Trading
2.0
Integrations
4.0
Security
5.0
Hosting
3.0
Pricing
4.0
Long-term user reluctant to endure pain of switch
See "Bottom Line" above
User Review
The Good
Good support. Good integration.
The Bad
Reports are clunky and bland. Steep learning curve, though now that Morningstar has purchased it, you can farm out most of the work to them. Provides very weak rebalancing, To-do, and other functionalities. A little rigid when it comes to tax-lot accounting, fee calculations, etc.
The Bottom Line
We have had the software in place for 17 years and it would be very disruptive to replace it. If newly in the market, we'd most likely look elsewhere. Additionally, it is likely Morningstar will eventually phase it out in favor of their Morningstar Office offering...
Was this review helpful to you?
Comments
Ordering
