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

Postby jcarrallo » Tue May 22, 2012 7:14 am

Hi There,
Congratulations for such an excellent software package.
However, I still miss some flexibility when it comes to reporting and access for the end client. My question is: Is there any particular way where I could use the information contained in Fund Manager through a good web reporting tool of your choice?
Many thanks,
Javier
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Postby Mark » Tue May 22, 2012 10:06 am

Hi Javier,

We don't have anything like this built into Fund Manager today. Thanks for the feedback though. To share with your clients through a web interface would require you to set up the web interface separately, and then you could populate it with reports/graphs from Fund Manager. I'm not familiar with any off the shelf solution here.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby jcarrallo » Mon Jul 09, 2012 4:57 am

Thanks Mark
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