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Portfolio Gains 7.0

Manages your client investment data and produces professional-quality reports


Last Week downloads: 0
Total downloads: 158
  • Last Updated: Sep 22, 2008
  • License: Shareware $300
  • OS: Windows XP/2000/98/Me/NT
  • Requirements: No special requirements

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For Portfolio Gains 7.0Publisher's description


Portfolio Gains is a Business software developed by Portfolio Director. After our trial and test, the software is proved to be official, secure and free. Here is the official description for Portfolio Gains:

EditByBSEditor: Designed for sophisticated small-shop financial advisors, this product is a desktop application which easily manages your client investment data and produces professional-quality reports. It gives you a clear concise way of managing multiple accounts under one "umbrella solution." Setting up new accounts and managing the information is a snap! You can create consolidated reports for an entire family or select accounts based on your needs at the click of a few buttons. Your data is stored in a SQL database on your computer or server...why, so your client data remains under your control. This is our most popular solution offering flexible (consolidating) reporting capabilities and multiple custodial interfaces ready-to-go. You can easily migrate to the web product or enterprise product as your business grows.
Portfolio Director Professional Benefits:
Custodian interfaces: Over 25 are available with no additional fees. Even some retail accounts are available. This will allow you to give your client a total view of their entire investments such as a company 401k, increasing your assets under management.
Data Analysis: View the data the way you think. You create your own asset classification and investment categories by each investment.
Portfolio rebalancing: Setup a model portfolio and be alerted when your client's portfolio becomes out of Balance! It even recommends the number of shares or percents to adjust based on your own classification!
Reporting: Offers flexibility that gives you control on account rollups and allocation analysis at your finger tips. An easy to use drilldown function is built in. Batch and PDF functions are included.
Customized Benchmark comparisons: Clearly analyze a client’s performance and how well their investments are performing against a customized benchmark.
you can free download Portfolio Gains 7.0 now.

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Please be aware that Brothersoft do not supply any crack, patches, serial numbers or keygen for Portfolio Gains,and please consult directly with program authors for any problem with Portfolio Gains.