michael.pendergrass
Acronym
Beiley Software Fund Manager
Product ID
Fund-Manager
Description

Comprehensive portfolio management and reporting program.

Images
Image
FM_1
Image
FM_3
Features

Comprehensive portfolio management and reporting program:

  • Comprehensive client performance and billing reports
  • Aggregate data from a wide variety of sources
  • Windows based product: control your data on your computer
Vendors
Beiley Software
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Billing
Portfolio Management
Reporting
Ad Hoc Tags
DoubleClick Tags

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