Reviews written by andrewc240
2 results - showing 1 - 2
Portfolio Management
andrewc240
October 22, 2012
Overall rating
3.0
Company
4.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
3.0
Reports
3.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
2.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
1.0
Like the people and support but ultimately BD did not match up well with our business model
Could be a great system for advisor that's focused on money management and only overseeing accounts at custodians with direct data feeds, though still not strong enough on client interface....
4.0 |
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2 results - showing 1 - 2
