Add-ons are products and services that complement our line of products by providing additional services or features that aren't found in the base-line product. Add-ons are developed by 3rd-party vendors and developers.
If you are a vendor and want to have your software or services considered, please contact us by phone or Email us at services@portfoliodirector.com.
Portfolio Director, Inc. does NOT endorse the reliability or suitability of any particular add-on. For support of these add-on product & services, you must contact the vendor directly. Portfolio Director, Inc. reserves the right to remove any add-on from its site at any time.
Add-On Types: Back Office Support | Software
Add-On Type: Back Office Support
Back office support provides our clients with a staff to help maintain data and generate quarterly reports. Typically these vendors will have access to your computer to import and maintain your client data and help generate reports. Other services not listed here may be provided by the vendor. Please check the vendor's web site for more information.
Add-On Type: Software
Software add-ons allow developers to enhance Portfolio Director software directly by interfacing with our software using programming APIs. Please check the vendor's web site for more information regarding the add-on. If you would like to develop an add-on for resale or your own personal use, please contact service@portfoliodirector.com with a description of your proposed add-on. After we approve your request, we will send you the required information on how to begin developing your own add-on using our APIs.
| Vendor |
Title |
Description |
|
Emmarah Solutions
sales@emmarah.com
www.emmarah.com |
Price
History
Add-on |
Provides an add-on to Portfolio Director that will automatically download 20 minute delayed and historical stock and option prices from Yahoo Finance and places these quotes into your database. This saves you from having to manually input your historical prices. |