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Trackfolio Web Screenshots

Published: Thursday, 19 August 2010 20:22

Please download the complete help file in PDF or CHM formats for more details.

All information presented in screenshots were created using a random data generator.

Account Summary
Approved Products
Edit Approved Products
Asset Class
Asset Class Chart
Watchlist Items Edit
Asset Class Details
Edit Asset Class
Asset Search
Asset Types
Asset Type Chart
Asset Type Summary
Asset Vehicle
Benchmarks
Edit Benchmark
Category Chart
Category Summary
Clients
Edit Client
Client Search
Client Snapshot
Client View
Current Assets
Edit Current Assets
Financial Class
Financial Summary
Funds Edit
Fund Symbols
Generate Scatter Data
History Chart
Home Page
Login Page
Ownership Class
Qualified Assets
Qualified Types
Rep Profile
Risk Chart
Risk Summary
Risk Ratings
Scatter Summary
Scatter Plot
Symbol History
Symbol Search
System Defaults
Update Config
Update Prices
Update Rates
User Edit
Validate Symbol
Watchlist
Watchlist Edit
Watchlist Items

Trackfolio Pricing

Published: Monday, 19 October 2009 19:06
Single user 1 User 299.00

If you require multi-user options, please contact our Sales Department

Trackfolio Sales Department

 

Trackfolio - Available Features

Published: Tuesday, 13 October 2009 13:23

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

Trackfolio System Requirements

Published: Monday, 19 October 2009 15:04
  • Microsoft Windows® 2000/XP/Vista/Windows 7
  • 256 MB or RAM (512 MB or more recommended)
  • Intel® Pentium® III 300-MHz CPU (CPU of 1 GHz or more recommended)
  • 20 MB of available hard drive space (100 MB or more recommended)

Trackfolio Screenshots

Published: Monday, 12 October 2009 19:48

Please download the complete help file in PDF or CHM formats for more details.

All information presented in screenshots were created using a random data generator.

Approved Products
Asset Classes
Asset Evaluation
Asset Groups
Audit
Benchmarks
Client Details
Contributions
Financial Statement
Fund Chart
History Research
Market Value Chart
Proposed
Query Search
Report Manager
Risk Chart
Scatter Plot
Symbol Search
Symbols Online
Manual Rates
Transfer Assets
Market Value
Default Ratings

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Designed by JS Design - OR, USA.

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