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.

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  • 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 7
  • Windows Server
  • Windows 8
  • Windows 10
Additional Requirements
None
POPULARITY
Total Downloads
535
Downloads Last Week
0
Report Software

Last Updated

Developer’s Description

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