Monday,July 4th  2022

Trackfolio - Available Features

The following is a list of available features available in Trackfolio (Portfolio Manager)

  • Client Portfolio Tracking
  • Asset Evaluation
  • Financial Statements
  • Asset Configuration
  • Current/Audit/Proposed/Archive Portfolio tracking per client
  • Online Asset Tracking
  • TC2000(R) Integration
  • Advanced Reporting
  • Advanced Charting of Assets
  • Complete SQL searches of Clients/Assets

We have provided several screenshots for your review.

Please visit our pricing page for purchase information

Copyright © DHHIll Trackfolio - 2015. All Rights Reserved.

Scroll to Top