Fund Manager Advisor is a featured portfolio management application for the individual investor. It 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. It 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 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.Keep contact information for each client. Have an associated portfolio for each client, with a way to switch views between clients.
What's new in this version:
Version 13.4 updated links in the program to the fundmanagersoftware.com site to all HTTPS, improved restore operation of the client list. If the portfolio file is restored to a new location, any clients pointed to the portfolio file at the old location are automatically updated in the client list. Previously, restored client lists would stay pointed to the old location.