About Us

Our Core Team:

Bob Yacobucci Director, Portfolio Director

Chuck Kuntz Lead Product Support

Vic Ricker Lead Software Development

Our focus is to provide an affordable, cutting-edge application for portfolio management. We’ve listened to our customers and they helped to guide the development of this software. The solution is simple - a portfolio management tool that is reasonable in price, easy-to-use, flexible and customizable.

Integration with other best-of-breed software providers is central to our current development plans. Imagine an environment where financial planning software integrates easily with portfolio management, which in turn, is integrated with CRM, document management, and other practice management systems. Portfolio Director is a member of “Your Silver Bullet” – a consortium dedicated to building software that "plays well" together.

We provide versatile portfolio management technology, software integration, and outstanding customer support. This combination of deliverables ensures that we are developing client-responsive software at the most reasonable price.

We will continue to improve our platforms and provide clients with a long-term portfolio management solution based on innovation and adaptability to ever-changing client needs.

Portfolio Director was created in the late 1990s by Bob Yacobucci. He realized there was a market for an affordable, professional-grade, portfolio management software for option traders and professional money managers. The Portfolio Director products were award-winning, but focused primarily on option trading.

In 1999, based on client demand, a new product was developed which included both option tracking and total portfolio management. Portfolio Director is focused on developing and supporting best-of-breed portfolio management desktop and Web-based solutions. Our clients include financial advisors, the single-seat investment manager and multi-user advisor offices.