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.