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Re: [newtech-1] Asset Management Solution

From: Devon M.
Sent on: Thursday, October 25, 2007 10:19 AM
I have a lot of experience with asset management, albeit at an institutional level.  Is this the level you're looking at?
I also have experience at the other end of the range - personal assets - but this has been more ad-hoc.  What level of management are you looking at: portfolio tracking, performance attribution, portfolio optimization, P&L accounting, etc.?

On 10/25/07, michael queralt <[address removed]> wrote:

Does anyone have any experience and recommendations on a simple asset management software. We are looking for a solution that we can expand and offer to clients?






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Devon McCormick, CFA
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