Affordable and easy - this portfolio management software has all the tools you need to create professional reports and customized analyses for your clients.


WEB

A Web-based portfolio management solution for advisors who want the flexibility of accessing and storing client data via the Internet:


  • Access client data at home or on the road via the Internet
  • Allow client-view login access for custom reports that you create
  • Produce professional quality reports and detailed analysis
  • Flexible reporting, drilldown functionality and multiple custodial interface capabilities

DESKTOP

A do-it-yourself portfolio management software application that you install, host and manage on your personal computer:


Single-User

  • Same great reporting tools and customizable analysis as the Web version, but hosted locally

Enterprise

Designed for firms that require multi-user access to client data:


  • Designed for small to medium sized firms that require multi-user access to client data
  • Scalability that enables additional licenses
  • No need to convert data or install additional software to expand

Looking for a custodian?

Portfolio Director wins "Editors Choice Award" from Joel Bruckenstein's Best of Technology Review, Morningstar Advisor, December 2007

(888) 700-3715