Portfolio Management Software

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Feb 21, 2012 7:47 pm

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. 


Feb 22, 2012 10:45 pm

Morningstar office is one of the best (and respected).  It is relatively cheap at 6k per year.

Feb 25, 2014 1:41 am

Gee whiz skeeder, thanks! ONLY $6000 a year!

Jul 22, 2015 8:44 am

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.

Nov 29, 2016 4:40 pm

An old thread... But if you just found this thread check out PortMan at http://www.vs-tech.com/PortfoloioManager.html