Review Detail
Overall rating
3.5
Company
4.0
Technology Support
4.0
Reconcilliation
3.0
Financial Institution Interfaces
4.0
Reports
3.0
Fixed Income
3.0
Tax Lot Accounting
4.0
Trading
3.0
Integrations
4.0
Security
3.0
Hosting
3.0
Pricing
4.0
Morningstar Office Review - MCM
Strong research components make this a winner!
User Review
The Bad
Reports could be better via customization. Lot of parts of the reports are redundant or not differentiated from other parts. Very complex tool, but incredibly helpful once you become proficient with it.
The Bottom Line
I would recommend to other advisors.
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