News

Version 8.1 of Portfolio Director available

By Davis D. Janowski
March 25, 2008

Portfolio Director Inc. has announced completion of version 8.1 of its eponymous investment management software with navigation improvements, as well as new performance reports that allow for greater customization and selection by date range at the position level, according to the firm. Three new custodial interfaces have been added to the more than 25 already available. These are: the Financial Advisor Network from DST Systems Inc. in Kansas City Missouri; First Clearing LLC of Glen Allen, Va,; and Pershing LLC based in Jersey City, N.J.

Other improvements have been made to Portfolio Director’s model portfolio reports and re-balancing capabilities as well. For more information visit www.portfoliodirector.com