Brokers Ally

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Feb 22, 2006 11:44 pm

I love Brokers Ally.  Used it for almost 10 years so far.  Anyone else?

Feb 24, 2006 1:01 pm

what is it?

Feb 24, 2006 2:14 pm
Ricky Roma:

I love Brokers Ally.  Used it for almost 10 years so far.  Anyone else?


I did many moons ago. I use a play on outlook now and find it much more useful. Just as importantly, I can use it on my Treo.



Dude, BA is a contact management system. It was ahead of its time, but for my money it's an antique now. Perhaps the latest versions of it would change my mind.

Feb 24, 2006 5:25 pm

I like ACT! with the Broker add on.  I even has a spreadsheet in excel that will download current security prices.  You do have to enter the information about the clients positions first and add new ticker symbols to the data base.  I use it to help keep track of gains and losses in positions. 


There must be a better way to do that.  If some one knows please let me know.