Hello all, I'm currently working on a research project about wealth management tools for my MBA project, I'd like to request few inputs from all the professionals here.
Today, can you provide me the list of tools you've tried so far for portfolio management (Stocks, mutual funds) for your clients, and what did you like and did not like about the tool ? If possible, please provide any related links.
If you'd like to connect with us, you can leave your email id's / contact in comment box. Thanks for your inputs so far.
CAclubindia
