Managing the portfolios of your clients and working with brokers or money managers, you can use this software to maintain the investment ..... of all transactions; the statement from your broker (money manager) forms the basis for input into the system and maintains the record of each financial instrument from the time it enters the portfolio until its disposal. (*) annal (*) history (*) itinerary (*) journal
This is a companion discussion topic for the original entry at https://english.best/questions/10068,managing-the-portfolios-of-your-clients-and-working-with-brokers-or-money-managers-you-can-use-this-software-to-maintain-the-investment-___-of-all-transactions-the-statement-from-your-broker-money-manager-forms-the-basis-for-input-into-the-system-and-maintains-the-record-of-each-financial-instrument-from-the-time-it-enters-the-portfolio-until-its-disposal/