Review Detail
Overall rating
3.7
Company
4.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
3.0
Trading
1.0
Integrations
2.0
Security
4.0
Hosting
3.0
Pricing
5.0
Very good portfolio management and analysis tool
We are always finding better ways to analyze portfolios. Provides great flexibility for building client presentations. The new client reports are a very welcome addition.
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