Reasons to Choose Portfolio Director - Portfolio Director Desktop, Portfolio Director Web

Features and Benefits of Portfolio Director Web and Portfolio Director Desktop:

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.

View Sample Reports
Customization
Easily create your own asset allocation models and benchmark portfolios. It is simple to re-balance and analyze your client accounts.
Ease-of-use
Seamlessly implement and integrate the software into your existing business model. The software is flexible enough to allow you to create your own asset classes and investment categories.
Portfolio Management
We offer exceptional tools at a great value. There is no initial purchase cost, no long-term contracts and no hidden set-up fees.
Client-Billing
Quickly calculate your invoice amount for clients.
No Custodial Interface Charges
All Custodial interfaces are free. We support over 25 custodians and various retail account interfaces are also available.
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 OSX, Linux and most office networks.

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