Reviews written by wcallahan

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Morningstar Office
Portfolio Management
wcallahanwcallahan   January 30, 2013
Overall rating 
 
 
3.7
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
1.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
4.0

Good software, just missing a few important features

Overall, I'm more satisfied than not.

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