client access

[ralino]

As in your client managament features client management support is availalbe
Please let me know if I install the program on the server can my client acces the advisor software
if i create user id and password

[Mark]

Hi ralino,

No, Fund Manager is not web based. It is Windows software that runs on your own local PC. The client management features include things like keeping contact information on all your clients, doing a batch print for all your clients, or emailing a report to a client.