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Fund Manager - Advisor
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Version
7.7
Fund Manager is a full featured portfolio management
application. Fund Manager 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. Fund Manager 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
and transaction 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.
The Advisor version is for financial advisors,
representatives, or broker/dealers (anyone managing
money for clients)
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