I love Brokers Ally. Used it for almost 10 years so far. Anyone else?
[quote=Ricky Roma]I love Brokers Ally. Used it for almost 10 years so far. Anyone else?[/quote]
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.
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.