Portfolio Director Integration and Importing Partners

 

Portfolio | Director Desktop

Portfolio | Director Web
DST/FAN Mail Yes Yes
Fidelity Advisor Channel Yes  
FirstClearing Yes Yes
Manual Entry Yes  
Pershing Yes Yes
PSI Tab Delimited File Yes  
Schwab Institutional Yes Yes
Scottrade Institutional Yes Yes
Shareholders Service Group Yes Yes
Sterne Agee Clearing Yes  
TD Ameritrade Institutional Yes Yes

DESKTOP

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


WEB

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


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Great news. We're integrating with MoneyGuidePro. You will need to be a current Portfolio Director and MoneyGuidePro client to use our importing features.

(888) 700-3715