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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.

Related Products

The following software product lines are also offered by AccuFund: