Re: Intergration with Ameritrade/

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In Reply to: Intergration with Ameritrade/ posted by Jerry on October 18, 2004 at 21:25:19:

: 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

Hi Jerry,

We have added the capability to import Ameritrade's t*.dat transaction files
that you can download as an advisor. This will be in the 7.0 version coming
out in beta next month. Also, in 7.0 Advisor we have increased the maximum
number of investments you can have open at once to 5,000.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

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