---
title: Total Return Reviews
meta_title: 'Total Return Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Total Return works for a business like yours.
aggregate_rating:
  rating_value: 4.0
  review_count: 1
  scale: '5'
date_modified: '2026-08-25'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# Total Return Reviews
**Vendor:** SS&C Technologies  
**Category:** [Investment Accounting Software](https://www.g2.com/categories/investment-accounting)  
**Average Rating:** 4.0/5.0  
**Total Reviews:** 1
## About Total Return
SS&C GlobeOp's Total Return is a portfolio management, investment accounting, partnership accounting and general ledger system designed specifically for alternative investment funds and family offices.




## Total Return Reviews
  ### 1. Easy Intercompany Posting and Convenient Accounting Tools

**Rating:** 4.0/5.0 stars

**Reviewed by:** Gautham S. | US Accountant, Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic Review from User Profile:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review.

**Reviewed Date:** May 29, 2026

**What do you like best about Total Return?**

Intercompany transactions are easy to post. Booking for fund companies is very convenient for accounting, and the inventory register tracking is very useful.

**What do you dislike about Total Return?**

The interface display looks outdated, it runs very slowly, and it’s only available in a VDI version.

**What problems is Total Return solving and how is that benefiting you?**

The PCD and PCC entries, along with the ISL and IPL entries facility, are helpful.



- [View Total Return pricing details and edition comparison](https://www.g2.com/products/total-return/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-26+01%3A01%3A33+-0500&secure%5Bsession_id%5D=cd3a0f24-f4ed-4b6d-abd5-07b1bb29963e&secure%5Btoken%5D=61f79defaab7ea29f780a1413c2007774f3a11646ba09da7db88ab0787c35524&format=llm_user)

## Total Return Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting
- Investor Portal
- Historical Reporting
- Investor Reporting
- Visual Analytics
- Tax Compliance
- Portfolio Reporting

**Platform Additional Functionality**
- Cloud
- On-Premise
- Multi-Currency
- Global-Asset
- Integrated General Ledger

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management
- Portfolio Accounting
- Contact Management
- Workflow Management
- Investor Management
- Trade Management
- Investment Management
- Portfolio Management
- Document Management
- Compliance Management
- Order Management
- Fund Management
- Tax Management
- Cash Management
- Client Management
- Fee Management
- Financial Management
- Stock Management

**Platform Content**
- Automation

**Platform Data**
- Dashboard

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Forecasting
- Third-Party Integrations
- Categorization/Grouping
- Budgeting/Forecasting

**Additional Functionality**
- Risk Assessment
- Automated Execution
- Monitoring
- Financial Analysis
- Cryptocurrency Tracking
- Generative AI
- Profit/Loss Statement
- Risk Analysis
- General Ledger
- Customizable Reports
- Investor Communication
- Performance Analysis
- Performance Metrics
- AI Copilot
- Portfolio Analysis
- Activity Tracking
- CRM
- For Hedge Funds
- Audit Trail
- Data Import/Export
- Collaboration Tools
- Mobile Access
- Modeling & Simulation
- Compliance Tracking
- For Investment Advisors
- Portfolio Rebalancing
- Investment Research
- Commodity Futures
- API
- Activity Dashboard
- Benchmarking
- Alerts/Notifications
- Investments Tracking
- Bonds/Stocks
- For Investors & Traders
- Multi-Currency
- Stock Tracking
- Watch List
- What-if Analysis
- Goal Setting/Tracking
- Wash Sale Detection
- For Traders
- Side-by-Side Comparison

**Platform Interoperability**
- Pre-Built Connectors

**Platform Performance**
- Reporting

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