A New Alternative in Portfolio Management Software
         Providing Portfolio Management Software Since 1999
Portfolio Management Software

Frustrated by trying to find the best, easiest and least expensive investment management software? Try Portfolio Director. You can be up and running for as little as $300 per month (1st year) and $200 per month (2nd year+)! No large up-front purchase cost. No long-term contracts. No additional fees for multiple custodial interfaces. It’s scalable and it’s easy-to-use. Finally, a fully functional portfolio management system at a reasonable price without the hassles!

May, 2008
Researchmag.com mentions Portfolio Director Web in "The State of Advisor Technology" article.

Mar, 2008
Investment News mentions new Portfolio Director v8.1 release.

Feb, 2008
Motley Fool Selects Portfolio Director as New Tool for Investment Newsletter Analysts.

Feb, 2008
Online Discount Broker TradeKing Selects Portfolio Director.

        More News


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




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Is a desktop application for investment advisors. You can easily manage your client data and produce professional quality reports. This is our most popular product, offering flexible reporting, drilldown capabilities and multiple custodial interfaces ready-to-go.


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Is a web-based solution for professionals offering the ultimate in ease-of-use. It’s customizable for your business. You just log onto a web site, view your client data and performance reports. You may allow your clients to log onto the web site and view their own information! You can even customize the reports so your clients don’t see all the details that you do!


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Is designed for financial advisor firms needing multi-user access to their client's data. It offers scalability so when your office grows, we simply enable additional licenses. No need to convert data or install other software to expand to multiple users.


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