Hi all,
My partner is a AMFI certified Mutual Fund investment planner and portfolio manager. He has lots of clients with lots of data to be managed.
We are looking for a software portfolio manager that can make his life easy. The software should help in tracking transactions, manage portfolios and customer relationships.
Please let me know if you are using or know of any such online/offline software.
I guess there are a few tools hosted on brokerage/third party websites that offer limited functionality.
Thanks and Regards,
Mohan
My partner is a AMFI certified Mutual Fund investment planner and portfolio manager. He has lots of clients with lots of data to be managed.
We are looking for a software portfolio manager that can make his life easy. The software should help in tracking transactions, manage portfolios and customer relationships.
Please let me know if you are using or know of any such online/offline software.
I guess there are a few tools hosted on brokerage/third party websites that offer limited functionality.
Thanks and Regards,
Mohan
