Investment Objective Monitoring

Good afternoon. I am looking for information on what types of software any of you may use to assist in the monitoring of advisory accounts against their Investment Policy Guidelines.

Thank you.

Audrey Wheeler

Audrey Wheeler
Chief Compliance Officer
216-912-0558 Direct
216-912-1461 Fax
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McDonald Partners LLC
1301 East 9th Street, Suite 3700
Cleveland, OH 44114
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