I like the screening, performance reporting, presentation studio, and AI analytics lab features most. I can do everything with these features—starting from building a screen, selecting specific funds or stocks, adding them to a performance report, and doing an analysis. If I want to visualize these, I am going to Presentation Studio. That's how all of these features are solving all of our problems. The initial setup was easy; you just install the software on your PC and it takes 10-15 minutes. Review collected by and hosted on G2.com.

They can improve the UI and make it run on Macbooks. I don't like the web/browser version as it's too slow. A more modern and light version, and also faster in processing would be better. Also, they can add more data points for stocks. Review collected by and hosted on G2.com.