Portfolio Management Software
I am a small independent RIA who has recently started with interactive brokers as custodian. Does any one know any software that is cheap and provide peformance reporting, fess and rebalancing? I do separately managed accounts.
Morningstar office is one of the best (and respected). It is relatively cheap at 6k per year.
Project portfolio management, refers to a software package that enables corporate and business users to organize a series of projects into a single portfolio that will provide reports based on the various project objectives, costs, resources, risks and other pertinent associations. It is really very important software for an organization. I think you should take help of IT experts; they can help you to get and configured this software. You may contact: www.geektek.com/
Thanks for asking. Keep sharing.
An old thread... But if you just found this thread check out PortMan at http://www.vs-tech.com/PortfoloioManager.html