Account
Information, Investment Management and Reporting
"How am I doing?"
You are getting paid to know the answer to this question.
Portfolio management software will account for your clients
investment portfolios and give him a statement of all of
his investment holdings or just the investment portfolio(s)
you are managing. These systems incorporate varying features
and as a result, each program may appeal to differing investment
practices. Typical portfolio systems can be updated daily
via Broker/Dealer and Mutual Fund downloads, pricing services
via internet or manually entered.
