A New Alternative in Portfolio Management Software
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| Providing Portfolio Management Software Since 1999 |
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Our Portfolio Director products offer you:
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Cost-friendly portfolio management: All versions of Portfolio Director are among the lowest cost solutions in the market place. There is no initial purchase cost, long-term contracts, or additional set up fees! We offer Desktop, Web-based and Enterprise solutions for your firm. |
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No extra Custodial Interface charges: All Custodial Interfaces are free, so use as many as you need. Over 25 custodians are available to you (including Scottrade, TD Ameritrade, Fidelity, Schwab and many others). Even various retail account interfaces are available. |
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Ease-of-use: User-friendly solutions make implementation and integration into your business seamless. The system's flexibility allows you to create your own asset classes and investment categories. |
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Customization: Easily create your own asset allocation models and benchmark portfolios. It is dead easy to re-balance and analyze your client accounts. |
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Robust reporting: The products contain over 35 customizable financial reports including time-weighted returns with benchmark comparisons. Flexible drilldown and account consolidation features are built in. |
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Scalabilty: Portfolio Director offers easy migration from one platform to another. As your office grows and you need additional users, one call to us, and snap, it’s done! There is no need for converting data to expand to multiple users. |
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Client-billing: Quickly calculate your invoice amount for clients. |
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Flexible Deployment: The software is built in native Java code and uses a SQL database. It runs on almost any computing platform including Windows, Mac OS X, Linux and most office networks. |
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Client driven experience: Just as you are focused on your clients, we believe in these same values. We continually are looking for ways to help our users become more productive with our portfolio management solution. We make a "Business Security Guarantee" promise for your peace of mind. |
To learn more, select a product below:
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Is a desktop application for investment advisors. You can easily manage your client data and produce professional quality reports. This is our most popular product, offering flexible reporting, drilldown capabilities and multiple custodial interfaces ready-to-go.
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Is a web-based solution for professionals offering the ultimate in ease-of-use. It’s customizable for your business. You just log onto a web site, view your client data and performance reports. You can even allow your clients to log onto the web site and view their own information! You can even simplify the reports to the clients don’t see all the detail that you do! |
Is designed for financial advisor firms needing multi-user access to their client's data. It offers scalability so when your office grows, we simply enable additional licenses. No need to convert data or install other software to expand to multiple users. |
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We support Mac OS X 10.4+, Linux, and Windows 2000/XP and higher.
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