Fund Manager Description

Fund Manager is a powerful portfolio management tool. Fund Manager is available as a personal, professional, and advisor version for the individual investor, professional trader or investment advisor. Screen shots of some graphs are available. For a fully functional trial version of Fund Manager, visit our download page. There are many tutorials available. To quickly learn how to use Fund Manager, you can watch the getting started tutorial. After you have completed an evaluation of the program, you can buy a licensed copy. You can keep track of your transactions for unlimited investments and portfolios. Track stocks, options, bonds and cash. Keep track of all your transactions including purchases, redemptions and distributions. Both long and short positions are supported.

Pricing

Pricing Starts At:
$129 per license
Free Trial:
Yes

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
Beiley Software
Year Founded:
1993
Headquarters:
United States
Website:
www.fundmanagersoftware.com

Media

Fund Manager Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Customer Support
Online

Fund Manager Features and Options

Stock Portfolio Management Software

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Fund Manager User Reviews

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