Benefits of Portfolio Management Software

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Benefits of Portfolio Management Software

When it comes to small personal investments and household budgets, most people have no problem using programs like Microsoft Excel, Google Sheets, or another simple spreadsheet tool to track and manage their finances. These tools can also be useful to the financial professional, but usually there comes a time, especially as client lists grow, that simple spreadsheets and free database software just can’t keep up. When it comes to managing corporate accounts, and tracking dozens of clients with multiple IRAs, 401(k)s, offshore assets, structured settlements, stock, bonds, and brokerage trading accounts, these tools are usually insufficient. It’s at this point that most financial professionals turn to advanced portfolio management software.

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