what is it?

[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.