austin3515 Posted October 18, 2017 Share Posted October 18, 2017 Told an advisor that I would ask around about software that people are using to be able to provide their clients with rates of return on their model portfolios. I assume there must be software out there where this can be tracked? Tracked on the basis of $1,000 invested (for example) with out adjustment for any participant activity (xfers in/out, etc.). just how well did the funds the RIA picked perform. Austin Powers, CPA, QPA, ERPA Link to comment Share on other sites More sharing options...
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