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Jun, 2008
TD Ameritrade accepts Portfolio Director into their Affinity program. |
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May, 2008
Researchmag.com mentions Portfolio Director Web in David Drucker's "The State of Advisor Technology" article. |
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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. |
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Feb, 2008
Motley Fool Selects Portfolio Director as New Tool for Investment Newsletter Analysts. | more > |
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| Feb, 2008
Online Discount Broker TradeKing Selects Portfolio Director. | more > |
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| Jan, 2008
Portfolio Director mentioned in "Online Statements" article. |
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| Jan, 2008
Founder Bob Yacobucci speaks at Technology Conference “What’s New in Portfolio Management Software”. | |
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Dec, 2007
Portfolio Director wins "Editors Choice Award" from Joel Bruckenstein in his 2007 Best of Technology Review. |
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| June, 2007
Portfolio Director Inc. announces Portfolio Director Web enhancements. | more > |
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| March, 2007
Portfolio Director reviewed in Morningstar Advisor. |
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| February, 2007
Portfolio Director Inc. now offers a Business Security guarantee. |
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| January, 2007
Portfolio Director receives mention in Investment Advisor magazine. | more > |
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| October, 2006
Portfolio Director reviewed in Financial Advisor magazine. | more > |
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| October, 2006
One-Click publish update for web based reporting now available. | |
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| September, 2006
Portfolio Director mentioned in Accounting Technology magazine. | |
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| August, 2006
Pershing interface now available with Portfolio Director. | |
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| July, 2006
Bear Stearns interface released. | |
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| July 3, 2006
Barron's magazine features Portfolio Director. | |
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| June 26, 2006
Portfolio Director v.8.0 released. | more > |
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| June 19, 2006
Barron's magazine features Option Money. | |
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| January, 2006
Portfolio Director Inc. now offers direct import from Scottrade Advisor. | |
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| October, 2005
Portfolio Director Inc. now offers direct import from Scottrade Retail. | |
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| July, 2005
Portfolio Director and Option Money featured in Computerized Investing AAII. |
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| July, 2005
Financial Planning Magazine mentions Portfolio Director as an alternative for TechFi clients. | |
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| June, 2005
brokersXpress selects Portfolio Director as preferred investment management software. | more > |
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| May, 2005
Portfolio Systems Joins Ameritrade's Vendor Alliance program. | |
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| April 6, 2005
Portfolio Director Now Offers Tiered Billing | more > |
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| Mar 4, 2005
Portfolio Director For Advisors Adds More Interfaces | more > |
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| Feb 7, 2005
Portfolio Director Functionality Enhanced For Advisors | more > |
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| Nov 8, 2004
Reviewed in Financial Advisor Magazine, Nov 2004 | |
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| Oct 12, 2004
Portfolio Director featured in AccountingTechnology, October 2004. | |
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| Aug 16, 2004
Option Money featured in Barron's Magazine. |
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