Icon of program: Fund Manager Advisor

Fund Manager Advisor for Windows

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Editors’ Review

Download.com staff
Fund Manager Advisor delivers comprehensive investment tracking with powerful data importing and performance reporting tools. Designed for individual investors and advisors, it streamlines portfolio analysis through automated price updates and dedicated client management features.

  • Pros

    • Automated price and transaction data importing capabilities
    • Single button price updates retrieved directly from the internet
    • Extensive library of graphs and reports for performance analysis
    • Dedicated contact management system for individual client tracking
    • Integrated functionality to switch views between multiple client portfolios

  • Cons

    • No mention of mobile application support for remote portfolio management
    • Lacks explicit cloud based synchronization for access across multiple devices
    • No built in automated tax filing submission tools included
    • Missing native support for real time streaming market data updates
Icon of program: Fund Manager Advisor

Fund Manager Advisor for Windows

Download now

Used Fund Manager Advisor for Windows?

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Full Specifications

GENERAL
Release
Latest update
Version
2020.16.0.100
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows 8
  • Windows 7
  • Windows 10
  • Windows Server
Additional Requirements
None
POPULARITY
Total Downloads
535
Downloads Last Week
11
Report Software

Program available in other languages

Last Updated

Developer’s Description

By Beiley Software
Track, graph, and report on the performance of your client's investment portfolios.
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.
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