Bob Yacobucci is the Founder and Owner of Portfolio Director. He has over 23 years of technology and investing experience. It’s his passion for both technology and investing that have merged into Portfolio Director. He is now emerging as an expert, spokesperson and advocate for portfolio management solutions which support the financial planning industry.

Philosophy

Portfolio Director is a company that focuses on deploying an affordable, cutting-edge application. This philosophy defines what we do and who we are. Instead of developing an overly complex system, Portfolio Director’s management chose to listen to advisors that are seeking an inexpensive, easy-to-use yet fully functional system. In other words, we don’t over engineer a solution that will end up costing you more time and money.

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 and document management and other practice management systems. That’s why Portfolio Director is a member of Your Silver Bullet consortium, building software that "plays well" together.

Along with software integration, we are diligent about staying in touch with our client base. This ensures we are developing client-responsive software at the most reasonable price.

Continuous improvement is our guiding principle. This forward-leaning philosophy gives clients a long-term solution, based on constant adaptation, innovation and improvement. Our web-based product design and flexible data structure are a current example of this philosophy at work.

History

In the late 1990s our founder, Bob Yacobucci, realized there was a market for an affordable, professional-grade, portfolio management software for option traders and professional money mangers. The company’s initial 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 has since matured into an investment management technology company with a disciplined-focus on developing and supporting best-of-breed portfolio management systems. Our clients include financial advisors, the single-seat investment manager and multi-user advisor offices.