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Re: Download for Advisor Platform

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Posted by Mark on January 07, 2004 at 21:58:33:

In Reply to: Download for Advisor Platform posted by Mike DaMBECK on January 07, 2004 at 15:27:52:

: Do you have a version of fund manager that will allow downloading of all investments, trades and dividend reinvestments fro multiple accounts?

: If yes, what format must the data be in, how often must it be downloaded,
: and what information does Fund Manager not report, i.e. cash dividends?

: Thanks

Hello Mike,

The Advisor version can import transaction/dividend data from these formats:

Quicken Interchange Format (*.QIF)
Any generic text file (*.txt)
DST FAN Mail
SchwabLink

You can import into any number of accounts. You can import as often as you'd
like, or whatever works best for you. Fund Manager tracks most of the
common transaction types, including cash dividends. The program is
free to evaluate, and try out. Please feel free to download a copy, and
test out the import features. If you run into any troubles, just let me know.

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP



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