New York: Family Management announces download capabilities from clients’ brokerage accounts directly into Quicken® software.
Quicken® is a leading personal finance software package used by individuals and families to record expenses, manage accounts, track investments and capture net worth. One of the features of Quicken® is that it has the ability to link directly to financial account transactions and statements removing the need to enter information manually.
“Some of our clients had asked about getting access to their NetXInvestor account data via Quicken® software,” said managing director, Andrea Tessler, “and we are pleased to now be able to provide that service in time for tax season. Once set up, clients can initiate the download of their investment data directly into Quicken®”
Family Management provides financial counsel to families, high net worth individuals, and not-for-profit organizations. Affiliates include Family Management Corporation, a New York-based registered investment advisor, Family Management Securities, LLC, a FINRA-registered broker-dealer, and Forest Hill Capital Corporation, a New York State licensed insurance agent. For more information on this, or any of our services, please call your financial advisor at Family Management.