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PORTFOLIO SYSTEMS, INC. ANNOUNCES PORTFOLIO DIRECTOR WEB ENHANCEMENTS
By HOLIDAYSBURG, PENNSYLVANIA
June 20, 2007
Portfolio Systems, Inc., (PSI) a leading
provider of investment management technology products, today announced it has released
version 8.17 of its Portfolio Director Web product. This is the company’s third major product
announcement this year following the release of Portfolio Director Web in March.
This newest release allows online customization by the advisor such as editing investment
classifications, account names, and client demographic information. Customers now have the
ability to quickly and easily create online reports.
Bob Yacobucci, founder and President of the investment technology firm stated, “These
modifications emphasize our commitment to expand the Portfolio Director Web product. We're
also committed to keeping the platform easy to use with the main emphasis on generating
professional client reports.”
Portfolio Systems, Inc. offers two solutions for the professional investment advisor. Portfolio
Director Web is designed for web based reporting and Portfolio Director Desktop for application
based reporting.
About Portfolio Systems Inc.
Founded in 1999, Portfolio Systems, Inc. delivers investment management technology products
to investment professionals and individual investors worldwide. Customers receive timely
updates and enhancements and unlimited access to client support. Additional information can
be found at www.portfoliodirector.com
Bob Yacobucci Portfolio Systems, Inc.