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BasisPoint Review

3

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Very good

Revainrating 4.5 out of 5  
Rating 
4.6
Sales, Partner Management

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Description of BasisPoint

BasisPoint is an integrated global investment accounting solution and fund administration system that services the financial verticals providing a solution for aggregated position record keeping.

Reviews

Global ratings 3
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  • 3
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Type of review

Revainrating 5 out of 5

Excellent user friendly cloud accounting tool for businesses

All aspects of our accountancy department were handled in one place, which was very helpful as we had to manage multiple companies at once! It's not easy finding products with such good customer service support - sometimes it can be hard getting through when you need help or have questions answered quickly so this product definitely helps us streamline those processes (and reduces stress). The platform could do better if there are more training resources available online/PDF format etc., but…

Pros
  • Also provides great insight into financial data easily accessible directly onto your desktop computer rather being restrictedly
Cons
  • There are nuances

Revainrating 4 out of 5

Great software when needing quick record keeping

The user interface of basispoint was easy to navigate, it made the process of recording trades very simple. It also had many functions which were helpful for our needs at this time. I do not have any dislikes about baseline point. As stated above, the ease with which we could enter and track information was great! We needed a way to keep track of all of our transactions so that we can always see what stocks are being bought or sold. Baseline Point has allowed us to easily be able to access…

Pros
  • This software is extremely intuitive.
  • Tracking your portfolio's performance
  • Easy transaction tracking
  • Can quickly change view options (updating quotes etc.)
Cons
  • Not much customization available

I like how easy it was to use, all of our employees are able to navigate through their accounts quickly without any problems or issues with learning new features as we continue adding more users throughout different departments within my organization! There isn't anything about this product at present time in which i dislike however if there were improvements made then maybe additional functionality could be added such as allowing multiple people access from one account instead just 1 person…

Pros
  • The ease when logging into your personal profile versus creating an employee login for each individual user is fantastic especially because you can manage everything straight under "my" section where everyone knows exactly what they need & want/need available easily accessible directly via homepage upon initial opening up browser tab onto basispoint website!!:) Also great way that allows me keep track not simply keeping organized information readily visible right next door!!! So happy customer here
Cons
  • Minor Issues