Fund Manager Advisor Icon

Fund Manager Advisor

Track, graph, and report on the performance of your client's investment portfolios.

Fund Manager AdvisorOverview

Fund Manager Advisor is a featured portfolio management application for the individual investor. It is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. It makes keeping track of your investments easy by offering convenient features such as powerful price and transaction importing features as well as single push button price updates from the internet. Fund Manager makes tax time a breeze and offers many graphing and reporting options that allow investors to conveniently get an insight into how well their investments are performing. Keep contact information for each client. Have an associated portfolio for each client, with a way to switch views between clients.

NEW

May include unspecified updates, enhancements, or bug fixes.

Fund Manager AdvisorInformation

Version
2020.16.0.100
Date
10.02.19
License
Demo
Language
English
File Size
4.04MB
Category
Operating Systems
Windows Server 2008/7/8/10/Server 2016
System Requirements
No additional system requirements.
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