I have the good or bad fortune of being the finance patriarch for my family. I am constantly adjusting positions across 12 accounts and two brokers. My process is to update a matrix I created on Excel with accounts across the top and holdings down the left column. Then once each month, I enter the dollar values within the matrix. Then is a holding exceeds my allocation per cents I will execute trades to correct the issue. That takes a lot of time. It would be great if you would create the matrix based on links to brokerage accounts. That would be a nice value added feature for your clients.
Customer support service by UserEcho