Category: Project Management Software
License: Free to try
Publisher: Beiley Software
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.
What’s new in this version: Version 11.5 added ability to Personal and Professional versions to reconcile against an OFX file. Previously was only available as an option in the Advisor version and fixed rounding error in some OOP report figures at the portfolio level. The investment numbers would not always add up to the portfolio figure.