Fund Manager - Advisor 9.6

Fund Manager - Advisor - Fund Manager is a full featured portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Fund Manager makes keeping track of your investments easy by offering convenient features such as powerful price and transaction importing features as well as single push button price and transaction updates from the internet. Fund Manager makes tax time a breeze, and offers many graphing and reporting options that allow investors to conveniently get an insight into how well their investments are performing.

The Advisor version is for financial advisors, representatives, or broker/dealers (anyone managing money for clients)

See: http://www.FundManagerSoftware.com/modlist.html