Finance Software Recommendation
Discussion
I have been asked to assist a gentleman who has extensive business interests and very high personal wealth
At this stage I need software to manage his portfolio that encompasses shares, multiple properties worldwide and the associated costs.
I am not particularly concerned about the asset mngt nor the businesses what I am looking for is something to give an holistic view of the portfolio particularly investments and shares; multiple currency is mandatory and I wont be involved in Estate Planning, this is strictly business management.
Any guidance?
Thanks for any help
At this stage I need software to manage his portfolio that encompasses shares, multiple properties worldwide and the associated costs.
I am not particularly concerned about the asset mngt nor the businesses what I am looking for is something to give an holistic view of the portfolio particularly investments and shares; multiple currency is mandatory and I wont be involved in Estate Planning, this is strictly business management.
Any guidance?
Thanks for any help
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