Palantir Posted March 27, 2013 Share Posted March 27, 2013 I work at an RIA that has managed accounts - passive asset allocation type stuff. What we're looking to do is get a software packages that can upload account info, compare allocation to model, and put together trades that will bring it to model etc. Anybody have product recommendations? We have looked at Investor's View, but it's too pricey. Link to comment Share on other sites More sharing options...
MrB Posted March 27, 2013 Share Posted March 27, 2013 Probably too light for you http://www.fundmanagersoftware.com/versions.html Link to comment Share on other sites More sharing options...
Kiltacular Posted March 27, 2013 Share Posted March 27, 2013 www.advent.com These guys are a bit pricier but their range of products is huge. See "solutions" dropdown. They work with almost every broker / custodian, afaik. Link to comment Share on other sites More sharing options...
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