News

May 2008

Researchmag.com mentions Portfolio Director WEB in David Drucker's "The State of Advisor Technology" article. More >
Mar 2008

Davis D. Janowski of Investment News wrote a summary of Portfolio Director Inc.'s announcement about the completion of version 8.1 of its eponymous investment management software product. More >
Feb 2008

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

Online Discount Broker TradeKing Selects Portfolio Director. More >
Jan 2008

Portfolio Director mentioned in "Online Statements" article. More >
Jan 2008

Founder Bob Yacobucci speaks at Technology Conference "What's New in Portfolio Management Software".
Dec 2007

Portfolio Director wins "Editors Choice Award" from Joel Bruckenstein in his 2007 Best of Technology Review.
More >
June 2007

Portfolio Director Inc. announces Portfolio Director WEB enhancements. More >
March 2007

Portfolio Director reviewed in Morningstar Advisor. More >
February 2007

Portfolio Director Inc. now offers a Business Security guarantee. More >
Jan 2007

Portfolio Director receives mention in Investment Advisor magazine. More >
October 2006

Portfolio Director reviewed in Financial Advisor magazine. More >
October 2006

One-Click publish update for web based reporting now available.
September 2006

Portfolio Director mentioned in Accounting Technology magazine.
August 2006

Pershing interface now available with Portfolio Director.

Portfolio Director provides an effective, flexible and versatile portfolio management experience. Whether you need multiple-user access, customizable content or a Web application, Portfolio Director has the tools you need for success.

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