We understand your concern of selecting the right Portfolio Management Software solution. You are basing your business on our software and, therefore, the stability of our business is critical to you. This is why we are creating a unique "Business Security Guarantee".

Our "Business Security Guarantee" is provided to you at no charge in the event of a business failure. We do not expect this to occur as our business continues to grow, we are debt free, no venture capital used, and have a proven approach to our business and technology. However, we understand that financial survival is a concern for many advisors. In the event of a business failure a current version will be provided to you at no charge, which enables you to continue to access your client data and reports. We will also provide your data to you in a SQL database format for migration to another vendor. There is no addition cost for this guarantee.

SQL is a standard way of storing data and is not proprietary and most vendors can read and extract data from this format.

Portfolio Director Web Clients: We understand that if you are using our web-based solution that providing your data to you without software is not good enough. What good is having the data if you do not have the web site to run your reports? Or how long will it take to convert your data to another system? To address these concerns, we will provide you a copy of our desktop application that has the same reports as the web based version. All you will need to do is install the desktop software, place the data on your desktop, and you are up and running!

Portfolio Director Professional/Enterprise Clients: Your SQL data is already on your computer. All you will need to do is install the Business Security version and you may continue to use Portfolio Director.

There are no time or license limits to our "Business Security Guarantee" version of Portfolio Director. By having this guarantee available to you, you will be able to continue to use Portfolio Director as you seek another alternative.