One suggestion and some comments

[paulk]

First the suggestion. I saw someone inquiring about adding totals to the actual portfolio view in the Portfolio Editor screen without the need to run a report or go up one level of portfolio hierarchy to do so. I think that would be a great addition if possible.

As for the comments, I have found FM to be an extremely robust tool to track my client portfolios. It's fast and feature filled and offers tremendous value. The customer support is outstanding. The transacation import from TD Ameritrade Institutional works flawlessly once you get the hang of it. The reconcile feature is a huge timesaver as are the management fee calculations and client management features. It is the perfect choice for a small Registered Investment Advisory firm.

Thanks FM team! I hope you keep up the good work for years to come!

[Mark]

Hi paulk,

Thanks for the nice comments, glad you've found it to be a valuable tool.

We do plan to look into the ability to view totals directly on the right side list view in the Portfolio Editor window.