PRO Version: Integration with Advisors Exchange
Integrate with Advisors Exchange so that client portfolios can be pulled automagically without having to hand enter anything.
7
votes
Admintorrid
(Admin, Torrid Technologies)
shared this idea
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ronhunter commented
This and Networth would make your program the best and easiest. I'd been toying with trying another program simply for the networth capability - but would rather stick with RSP.
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ronhunter commented
I vote for this also.