A New Alternative in Portfolio Management Software
         Providing Portfolio Management Software Since 1999



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Looking to get more from Portfolio Director Enterprise?
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The Enterprise version is designed for the multi-user financial advisor office. It offers the ultimate in scalability, when you have multiple users, we simply enable additional licenses. The client data resides on your servers. Based on your own company’s technology platform our Enterprise solution is easily integrated to your environment. Enterprise is a big-time solution at a very reasonable price!


Portfolio Director Enterprise Benefits:
Free custodial interfaces: We offer multiple custodial interfaces with no additional fees.
Data control: SQL data storage gives you full control of client data on your servers and unlimited expandability.
System Integration: 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.
Data Analysis: View the data the way you think. You create your own asset classifications and investment categories by each investment.
Benchmark comparisons: Clearly demonstrate to your clients how well their investments are performing.
Client Billing: Produce your quarterly billing reports based on multiple custom billing templates.
Portfolio Rebalancing: Setup a model portfolio and be alerted when your client's portfolio becomes out of balance! It even recommends the number of shares to adjust!

Pricing is very affordable. Call 1-888-700-3715 today for details.




"Portfolio Director reporting is so easy and yet so powerful, firms like Motely Fool and TradeKing use it in their businesses too."

Bob Yacobucci,
Founder and President Portfolio Director,
2008

“Price conscious advisors should give Portfolio Director 8.0 a serious look.”

“There is a lot to like here.”

Joel Bruckenstein,
Financial Advisor Magazine,
October, 2006

"Today we are much better equipped to handle growth and communicate
results with our clients on a real time basis. Our ability to do portfolio allocation studies and analysis has been greatly enhanced thanks to Portfolio Director and all of this has been done in an extremely cost effective way."

Frank J. Thomas,
President of Florida based Fact Investments, Inc.
"I used to use another brand-name software program that was very expensive. After using Portfolio Director I discovered it is a much better program...and it’s a heck of a lot cheaper! I definitely like the user interface. All in all, I’ve been very satisfied with the software, it’s ease of use, and I couldn’t be happier!"

John Madzin
President


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