The best part of this tool is its usability and modern user interface. Also, how it presents the view of our portfolio's financial performance. In addition, I like the forecasted P&L statement and how easy it is to integrate with various systems such as Workday and Salesforce. Their customer support is awesome. Review collected by and hosted on G2.com.

Well, most of things are based on predictions. An investor needs 100% surety of their investments so that portfolios can be designed accordingly. Focus on more accuracy is required. Review collected by and hosted on G2.com.