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Looking for someone who can help to start

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

Postby dino » Sat Jul 17, 2021 8:57 am

Hello,
I'm looking for someone who can help me get started with the Fund Manager program.

My knowledge of finance is limited.
I would like to use Fund Manager to make consolidated reports for a non profit organisation and to monitor the wealth manager.
I'm looking for someone who could help me encode the portfolios (4 in total with +/- 30 lines, multi-currency + bonds + stocks + funds ...).
I would like to be able to send him a bank statement so that I can use it as a template.
Of course, I am prepared to pay for this service.
Thank you in advance.
Dino
dino
 
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Joined: Sat Jul 17, 2021 8:43 am

Postby Mark » Sat Jul 17, 2021 3:46 pm

Hi Dino,

We don't offer this service, but maybe some user on this forum would be interested. If you'd like to learn to use FM you can view our tutorials to help get you started.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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