Re: retrieving client data from Pershing

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Posted by Mark on October 21, 2006 at 13:38:15:

In Reply to: retrieving client data from Pershing posted by Tim Roscher on October 20, 2006 at 22:59:12:

: Mark,

: Have you been able to get Pershing to to allow financial advisor access to their client accounts so they can be updated through Fund manager?

: Do I have to purchase FM Advisor in odrer to do automatic updates to client accounts?

: I have been using this program since 2.0 and I like it a lot.

Hi Tim,

Pershing is one of our supported brokers for "retrieving" transactions:

http://www.fundmanagersoftware.com/tintrtv.html

We do not have a special "import" from them for advisors, like we do for other broker/dealers. If you have a contact at Pershing we could talk to, I'd be glad to call them, and see if they would be willing to provide us some documentation on any available download formats for advisors.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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