Intergration with Ameritrade/

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Mark,

I utilized Fundmanager to import files from DST Fanmail. This allows me to update my client transactions within their mutual fund accounts. My problem is that many of my clients have brokerage accounts with Ameritrade (Advanced Clearing). Does fundmanager have the capability of intergrating with Ameritrade the same way that it does with DST fanmail?

Currently, I am having to input all of my client brokerage account data manually. This is very time consuming. If fundmanager is not currently able to intergrate with Ameritrade, is there something that you could do to make this possible. I have been using fundmanager for a number of years.

Also, I am currently have 481 investments in my master portfolio, I realize with the Advisor version that you can only have a total of 500 investments. Is there anyway around this?

thanks

Jerry

Replies:

• Re: Intergration with Ameritrade/ Mark 22:10:25 10/18/04 (0)