OptionsXpress Customer Reviews 2025

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OptionsXpress

Composite Score

7.2 /10

CX Score

7.7 /10

12 Reviews Write a Review

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What is OptionsXpress?

optionsXpress is an online investing platform. It allows you to trade stocks, options, and futures from anywhere with an internet connection.

Company Details

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OptionsXpress Ratings

Real user data aggregated to summarize the product performance and customer experience.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

80 Likeliness to Recommend

100 Plan to Renew

77 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+93 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love OptionsXpress?

0% Negative

0% Neutral

100% Positive

Pros

Continually Improving Product
Reliable
Enables Productivity
Unique Features

Feature Ratings

Average 77

Multi Currency

Stock Management

Analytics and Reporting

Collateral Management

Banking Risk Management

Currency Conversion

Currency Quotes

Currency Exchange Market Management

Portfolio Management

Margin Management

Trade Management

Vendor Capability Ratings

Average 74

Vendor Support

Availability and Quality of Training

Business Value Created

Usability and Intuitiveness

Quality of Features

Ease of Customization

Ease of IT Administration

Ease of Implementation

Ease of Data Integration

Product Strategy and Rate of Improvement

Breadth of Features

OptionsXpress Reviews

James B.

Role: Operations
Industry: Manufacturing
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Mar 2020

This software is very easy to use. Easy to set up

Likeliness to Recommend

10 /10

What differentiates OptionsXpress from other similar products?

The technical team is very helpful and the program is very easy to set up.

What is your favorite aspect of this product?

Learning how to use the conversion fully

What do you dislike most about this product?

Nothing I can think of

What recommendations would you give to someone considering this product?

Try it. You won’t be disappointed

Pros

Enables Productivity
Trustworthy
Unique Features
Efficient Service

OptionsXpress

What is OptionsXpress?

Company Details

Need Assistance?

OptionsXpress Ratings

80 Likeliness to Recommend

100 Plan to Renew

77 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+93 Net Emotional Footprint

How much do users love OptionsXpress?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Multi Currency Includes multi-currency accounting, multi-currency transactions, and multi-currency reporting.

Stock Management Includes stock trading, stock ranking, stock charting, and stock analysis.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Collateral Management Includes collateral tracking, valuations, and settlements.

Banking Risk Management Includes stress tests, anti-money laundering, risk monitoring, and alerts.

Currency Conversion Includes currency calculator, real-time market rates, and currency exchange.

Currency Quotes Includes currency comparisons and real-time currency rates.

Currency Exchange Market Management Includes market analysis, market graphics, and market indicators.

Portfolio Management Includes portfolio composition, investment strategizing, portfolio risk management, and market development and trend analysis.

Margin Management Includes position tracking, real-time data updates, and pre-trade margin and limit checks.

Trade Management Includes forex trading, real-time trading, trade processing, and automated trading.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

OptionsXpress Reviews

James B.

This software is very easy to use. Easy to set up

Likeliness to Recommend

Pros

Feature Ratings

Multi Currency

Stock Management

Analytics and Reporting

Collateral Management

Banking Risk Management

Currency Conversion

Currency Quotes

Currency Exchange Market Management

Portfolio Management

Margin Management

Trade Management

Vendor Capability Ratings

Vendor Support

Availability and Quality of Training

Business Value Created

Usability and Intuitiveness

Quality of Features

Ease of Customization

Ease of IT Administration

Ease of Implementation

Ease of Data Integration

Product Strategy and Rate of Improvement

Breadth of Features