Detailed Description of Fund Manager - Advisor 11.9

Fund Manager - Advisor 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 - Advisor 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.

Fund Manager - Advisor version is for financial advisors, representatives, or broker/dealers (anyone managing money for clients)

Fund Manager - Advisor Key Features:

- Track stocks, funds, options, bonds, etc
- Powerful graphing
- Extensive reports
- Capital gain calculations
- FIFO, AVG, or Specific Lot
- Wash sale support
- Export to tax software
- Yield calculations (GIPS/AIMR compliant)
- Technical analysis
- Retrieve prices from the internet
- Retrieve transactions from broker/fund
- Trailing stop loss alerts
- Import from Quicken, Money, or text
- Bond calculations/income schedule
- Multi-currency support
- Broker/dealer interfaces
- Client management, fee calculations
- More portfolio management features

TAGS OF FUND MANAGER - ADVISOR

iphone manager , pdf manager , sms manager , pc inventory advisor , money manager , mind manager , url manager