Portfolio Gains download

"Customer investment in data management and producing professional-quality reports"
indir.biz Editor: A complex of small stores designed for Financial Advisors this product easily manages client investment data and produces professional-quality reports a desktop application. You a "solution to manage multiple accounts under the umbrella net gives a short path." Setting up new accounts and information management is very easy! Entire family or select accounts based on your needs at the click of a few buttons you can create consolidated reports. Data on your computer or server ... stored in an SQL database, so, so customer data stays under control. This is our most popular solution flexible (provide consolidated) reporting features and multiple interfaces, ready-go surveillance. As your business grows you can easily spend the web product or company products.
Portfolio Director Professional Benefits:
Interfaces are looking for: Over 25 are available with additional fee. Some retail accounts are available. This is such a company 401k customers, to increase assets under management. As you can see their entire investment sum
Data Analysis: View bus will make you think. Each investment and investment category, you can create your own asset classification.
Portfolio to balance: Setup model portfolio and the portfolio balance will be alerted when customers! In fact, according to their own categories to adjust!
Percentages of reporting or the number of shares proposed: that your account at your fingertips allows control over the collection and allocation analysis provides flexibility. Easy to use discovery function is included in the cluster, and was built in PDF functions.
Custom Benchmark comparison: concise and clear analysis of the performance of a client how well their investments are made against a customized benchmark. Now you can free download Portfolio Gains 7.0.