Finance Software Recommendation

Finance Software Recommendation

Author
Discussion

Carsie

Original Poster:

925 posts

205 months

Thursday 13th December 2007
quotequote all
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