MProfit AdvisorManage your financial portfolio with ease from your desktop. | |
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MProfit Advisor Ranking & Summary
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- License:
- Free to try
- Price:
- Free to try (30-day trial); $58.00 to bu
- Publisher Name:
- MProfit Software
- Publisher web site:
- Operating Systems:
- Windows XP/Vista/7
- File Size:
- 14.52MB
MProfit Advisor Tags
MProfit Advisor Description
All the features of MProfit Investor and much more… Manage 100′s of families and portfolios Import data from CAMS, Deutsche, Karvy, NJ Fundz and others Advisor specific reports such as AUM, Asset Holding Clientwise, Due Dates and more Gadgets – a Dashboard that allows you to quickly view your clients financial information Add your company logo to reports you generate for your clients
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