Wednesday,December 13th  2017

Trackfolio - Available Features

The following is a list of available features available in Trackfolio (Portfolio Manager)

  • Client Portfolio Tracking
  • Asset Evaluation
  • Financial Statements
  • Asset Configuration
  • Current/Audit/Proposed/Archive Portfolio tracking per client
  • Online Asset Tracking
  • TC2000(R) Integration
  • Advanced Reporting
  • Advanced Charting of Assets
  • Complete SQL searches of Clients/Assets

We have provided several screenshots for your review.

Please visit our pricing page for purchase information

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