I greatly appreciate its unified data storage structure built specifically for financial service scenarios. It neatly organizes high-net-worth client basic information, daily communication logs and full regulatory files in one secure system. It simplifies regular MiFID II standard tracking and internal audit report generation, greatly cutting down repetitive administrative work and keeping all client business records fully traceable and compliant. Review collected by and hosted on G2.com.

Its default report formats cannot fit our daily investment business analysis demands, which slows down formal regulatory inspection preparation. Moreover, its built-in connection with professional portfolio management software is not stable enough. We still need regular manual data verification, which easily causes information deviation between different business systems. Review collected by and hosted on G2.com.