Thursday, May 26, 2022 #101903 Faith Lyons from Asset Management Firm (251 - 500 Employees) Fantastic customer service. Our implementation was easier than we expected. So far, the software seems easy to use and our employees aren't complaining - and that's a good thing! Overall RatingEase of UseFeaturesValue for MoneyCustomer SupportLikely to Recommend Response from MyComplianceOffice:26 May 2022 at 08:06Thank you for the wonderful feedback, Faith. We work hard to make sure things go smoothly for every client. 0 of 2 people found this review helpful. Did you find this review helpful?
Thursday, April 30, 2020 #79873 Prashant from IFM (251 - 500 Employees) One of the worst designed portals. Simple things don't make sense and is very frustrating, clunky interface. Can't export data out in excel. The transactions already recorded won't show up in the quarterly holdings so then you have to go back and look at every single trade. Not only that, when you edit a trade in your holdings and save changes, the entire security record will just disappear from your holdings. Automatic calculations of holdings is severely flawed. Overall a very unreliable tool not ready for prime time. Overall RatingEase of UseFeaturesValue for MoneyCustomer SupportLikely to Recommend 3 of 4 people found this review helpful. Did you find this review helpful?
Wednesday, September 23, 2015 #41679 Sarah from Disney Used it for over a year. Support is slow to respond. Software programming is very poor. Charge client to fix poor code. Do yourself a favor and get any other product out there. 3 of 6 people found this review helpful. Did you find this review helpful?
Monday, August 29, 2011 #102 Brian Keegan from Alphastrategypartners I had an excellent experience with Terranua and all the staff over there. Any issues I experienced were dealt with promptly. I like the way the product looks and feels. I most like the additional services around data capture. 1 of 4 people found this review helpful. Did you find this review helpful?