Asset Management Firms
Retirement Plan Providers
Retirement Plan Sponsors
All-inclusive advisor practice management software.
Practice Management Reports
Global Money Balance
Shows (by client) the cash and money market values in every account and the overall weight % of cash in the accounts.
Global Performance Summary
Shows the performance and net flows of all clients and accounts in the practice.
List of Accounts
Lists all accounts held in the practice.
List of Securities in Practice
A complete list of the securities in the practice.
Summary of account values, billing rates, billable balance, and management fees. Generate for an individual client or the whole practice.
Net Worth Statement
Summary of a client’s taxable and non-taxable net worth, including Assets and Liabilities.
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