Review Detail
Overall rating
3.9
Company
4.0
Technology Support
4.0
Reconcilliation
3.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
4.0
Integrations
4.0
Security
4.0
Hosting
4.0
Pricing
4.0
Very good
Good program
User Review
The Good
Easy to use. Helps me provide information to clients about actual returns
The Bad
There are some companies that will not use it, so not getting all of my clients in there.
The Bottom Line
Overall, a very good program.
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