FTI | Financial Technology Integrators  


Investor'sView™ Administration consists of six categories: Prospect Accounts, Related Accounts, Policy Lists, Price Alerts, Security Maintenance, Upload Center. Feature Summary:

  • Prospect Accounts provides the ability to create prospective portfolios.
  • Related Accounts provides the ability create account groups or relationships.
  • Policy Lists support a buy/sell discipline and also serve as an alert system.
  • Price Alerts provide the ability to create custom price alerts for mirroring multiple accounts.
  • Security Maintenance offers the flexibility to make changes to individual securities.
  • Upload Center provides an easy mechanism for data entry with the ability to upload Microsoft Excel™ data.

For more information, please contact Bill McFadden 610.225.8580,

or email us at bill.mcfadden@ftintegrators.com

Copyright © 1999-2022 Financial Technology Integrators. All Rights Reserved.