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Brokerage Import

part of the Endowment Management Suite product line, by AccuFund, Inc.

The Brokerage Import module of EMS provides the ability to automate the recording of brokerage transactions. Some of the features of this module include:

  • Uses the receipt instruments to define what information is to be collected. This provides you with the ability to collect all information from your external broker.

  • Supports all common interface formats including fixed field, comma delimited and spreadsheet formats.

  • Unlimited imports can be defined. Create a different import for each broker managing your portfolios.

Other Applications

The following applications are designed to work hand-in-hand with Brokerage Import:

"Brokerage Import" is part of the Endowment Management Suite line of products, developed by AccuFund, Inc..

Related Products

"Brokerage Import" is part of the Endowment Management Suite line of products, developed by AccuFund, Inc..

The following software product lines are also offered by AccuFund, Inc.:

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  • System Requirements

    Desktop

    • Microsoft Windows

    Server

    • Microsoft Windows Server
  • Industries

    Endowment Management Suite is made for businesses in the following industries:

    • Government & Public Administration
    • Non-Profit Organization
  • Product Demo

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