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Updated over 8 years ago on . Most recent reply

User Stats

15
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0
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Mary S.
  • Investor
  • New York City, NY
0
Votes |
15
Posts

Program/Software to Manage Portfolio of Assets- Help!

Mary S.
  • Investor
  • New York City, NY
Posted

I have a portfolio of some commercial retail and multifamily assets. Some of them I manage and some of them I own with other partners who manage them.

I would like to keep track of them in one location for ease and overview. I have tried quickbooks but it is too complicated and don't like that I need different company files for each LLC. It becomes confusing. I also tried Buildium online, which I like for its user interface that was very intuitive. However, for security, I thought it better to use a software I can download. I also want to do synching with my various bank accounts.

Any recommendations?  

Related, any recommendations for a program that synches and tracks all my assets, including stocks, bank accounts, real estate etc? (almost like mint.com, but more sophisticated and not just for bank accounts) I tried Quicken once but found its user interface really not natural and difficult to use.  I cannot seem to find the programs I need.

Thanks in advance!

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