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Multiple Clients, One Subaccount

General questions about using Fund Manager that do not fit into any other forum.

Postby drelllim14 » Mon Mar 17, 2014 8:25 pm

Mark,
I am using the trial version to determine if FM would work for me. So far, I am impressed. There is only one more function that I am unable to find, and that I wonder if exists. Is it possible to have multiple clients on one sub-account, and each client only own a portion of that sub-account? For example, say I have an investment club, and I have 10 investors. We each own a portion of the same portfolio. How would I configure FM to represent that? Would all of the client-specific reports still work for this configuration?

So far I have edited the client list to include those investors that I need, and attached them all to the same sub-account.

Thank you.
drelllim14
 
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Postby Mark » Tue Mar 18, 2014 9:12 am

Hi drelllim14,

Sorry, but Fund Manager doesn't support multiple clients each owning a varying percentage of a single sub-portfolio. You can track the portfolio, but it won't break the reports up by client.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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