Review Detail
Overall rating
3.8
Company
4.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
3.0
Integrations
3.0
Security
4.0
Hosting
4.0
Pricing
4.0
It works for me just fine.
I am looking forward to the improved reports.
User Review
The Good
For my relatively uncomplicated investment transactions, the daily maintenance is pretty simple.
The Bad
Nothing really to say that is negative.
The Bottom Line
Works really well for a one person firm as long as you are willing and have time to work with it. Bigger firms should probably use back office support for consistency.
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