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PortMan 2.1

file size: 29.08 MB

Software for RIA's/ Investment Managers.

Published by:
License
Subscription
Cost
$600.00
Trial Period:
1 Months
OS:
X11
Popularity:
9%

Import data from custodians (like Ameritrade Institutional).

Has options for offering different products, different prices by product / clients, Models, Billing, Solicitor compensation calculation (please see website for more).

Offers the option to use your own database, or ours. Pricing is $600 first year, $300 second year and on (using your own database).