Palantir Posted March 27, 2013 Posted March 27, 2013 I work at an RIA that has managed accounts - passive asset allocation type stuff. What we're looking to do is get a software packages that can upload account info, compare allocation to model, and put together trades that will bring it to model etc. Anybody have product recommendations? We have looked at Investor's View, but it's too pricey.
MrB Posted March 27, 2013 Posted March 27, 2013 Probably too light for you http://www.fundmanagersoftware.com/versions.html
Kiltacular Posted March 27, 2013 Posted March 27, 2013 www.advent.com These guys are a bit pricier but their range of products is huge. See "solutions" dropdown. They work with almost every broker / custodian, afaik.
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