Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Executive Summary

Questions on using, creating, or understanding data in Fund Manager reports.
Post a reply

Postby sigma » Fri Dec 28, 2012 10:23 am

Why isn't Executive Summary available to personal users?
sigma
 
Posts: 3
Joined: Mon May 24, 2010 8:01 pm
Top

Postby Mark » Fri Dec 28, 2012 11:50 am

Hi Sigma,

All the same information is available in the Personal version, but just not in that exact format. That format is meant to be a simple format for advisors to share with their clients who only want a brief overview.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11815
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ
Top
Post a reply

Return to Reports

Who is online

Users browsing this forum: No registered users and 1 guest

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2025 Beiley Software, Inc. All rights reserved.
cron