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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

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