Recurring Tasks are a life saver. There is a good amount of flexibility around Task creation that enables a firm to collect the information it needs from its employees to meet its compliance requirements. Review collected by and hosted on G2.com.

There are some areas that could benefit from improvements and increase the overall value added. Particularly the Employee Trading section could have improvements around pricing verification, corporate action capturing and overall allowing greater control around correcting trades so that the change is re-processed to update positions retrospectively. Review collected by and hosted on G2.com.