Review Detail
Overall rating
4.1
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
4.0
Reports
5.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
5.0
Integrations
4.0
Security
5.0
Hosting
3.0
Pricing
2.0
Like the functionality of PC
Bottom line it is a good program. Wish it was less expensive though.
User Review
The Good
I like the ease of use. There are many facets to the program if you utilize them then it make reporting much easier.
The Bad
I do not like the way that some companies download their info. If it is not Schwab then the interfaces you have to manipulate a little to get into the same format as Schwab. For example: New clients at Fidelity the SSN comes out as the account number and since you have to correct this then you get a file everyday for all the clients that says.. Update.. and you cant get rid of it. I wish that everything (presentation studio) was all in one place and auto updates when newer versions come out.
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