Review Detail
Overall rating
3.9
Company
3.0
Technology Support
5.0
Reconcilliation
4.0
Financial Institution Interfaces
5.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
4.0
Trading
3.0
Integrations
3.0
Security
5.0
Hosting
4.0
Pricing
4.0
After major missteps in development, this is ready for use
Good value for the small and midsize independent firm.
User Review
The Good
Clients love the name, reports are getting aesthetically better.
The Bad
Loooong, painful process to get software to where it is today. They introduced this to the market way before it was ready. Just as we all benefited from the buyers of the 8086 computer, so can new users benefit from the pain we early users suffered through.
The Bottom Line
For the first time in the three years or so that I've had it, it's worth the money.
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