Fund Manager Advisor

Portfolio Management Software – 3.4MB – Shareware – Windows

Fund Manager is a full featured portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Fund Manager makes keeping track of your investments easy by offering convenient features such as powerful price and transaction importing features as well as single push button price and transaction updates from the internet. Fund Manager makes tax time a breeze, and offers many graphing and reporting options that allow investors to conveniently get an insight into how well their investments are performing.

The Advisor version is for financial advisors, representatives, or broker/dealers (anyone managing money for clients)

Overview

Fund Manager Advisor is a Shareware software in the category Business developed by Portfolio Management Software.

The latest version of Fund Manager Advisor is currently unknown. It was initially added to our database on 11/13/2014.

Fund Manager Advisor runs on the following operating systems: Windows. The download file has a size of 3.4MB.

Fund Manager Advisor has not been rated by our users yet.

Pros

User-friendly interface for managing investments
Comprehensive reporting tools for tracking portfolio performance
Ability to analyze and visualize investment trends
Customizable dashboards to suit individual preferences
Integration with various financial data sources and platforms
Advanced risk management features to mitigate losses
Supports collaboration among team members working on portfolios
Regular updates with new features and improvements

Cons

Limited support for non-standard investment vehicles
Some features may require additional training to master
Potentially high subscription costs for small firms or individuals
Performance may be affected by slow internet connections or large data loads
Customer support response times can vary based on workload
Learning curve for new users unfamiliar with portfolio management software

FAQ

What is Fund Manager Advisor?

Fund Manager Advisor is a comprehensive portfolio management software designed for financial professionals to analyze and manage investment portfolios efficiently.

What are the key features of Fund Manager Advisor?

Key features of Fund Manager Advisor include portfolio tracking, performance analysis, risk management, asset allocation, reporting tools, and client management.

Can Fund Manager Advisor handle multiple portfolios?

Yes, Fund Manager Advisor allows users to manage multiple portfolios simultaneously and provides consolidated reporting for a holistic view of all investments.

Is Fund Manager Advisor suitable for individual investors?

Fund Manager Advisor is primarily designed for financial professionals such as fund managers, investment advisors, and wealth managers but can also be utilized by individual investors with complex investment needs.

Does Fund Manager Advisor offer performance benchmarking tools?

Yes, Fund Manager Advisor provides performance benchmarking tools to compare portfolio performance against industry benchmarks or custom indices.

Is Fund Manager Advisor cloud-based or desktop-based?

Fund Manager Advisor is desktop-based software that offers secure data storage and analysis capabilities on the user's local machine.

Can Fund Manager Advisor integrate with other financial platforms or systems?

Yes, Fund Manager Advisor offers integration options with select financial platforms and systems to streamline data importing and exporting processes.

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