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Re: RIA

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Posted by Mark on March 23, 2005 at 20:49:25:

In Reply to: RIA posted by Rick on March 23, 2005 at 16:32:16:

: Hi All,

: I was wondering if there are any RIA using this software and what they thought it? Can you use it as a contact management tool also? I would appreciate any input, thank you.

: Rick

Hi Rick,

Yes, we do have Registered Investment Advisors as customers. I can't say for them what they think of it. I do hope they find it valuable! :)

I would not really suggest using it for a contact management tool though, it is really meant for managing portfolios. We do have another product you might be interested in for contact management:

http://www.fundmanagersoftware.com/habook/index.html

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

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