Portfolio Director - Professional v8

A New Alternative in Portfolio Management Software

Providing Portfolio Management Software Since 1999


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Designed for sophisticated small-shop financial advisors, this product is a desktop application which easily manages your client investment data and produces professional-quality reports. It gives you a clear concise way of managing multiple accounts under one "umbrella solution." Setting up new accounts and managing the information is a snap! You can create consolidated reports for an entire family or select accounts based on your needs at the click of a few buttons. Your data is stored in a SQL database on your computer or server...why, so your client data remains under your control. This is our most popular solution offering flexible (consolidating) reporting capabilities and multiple custodial interfaces ready-to-go. You can easily migrate to the web product or enterprise product as your business grows.

Portfolio Director Professional Benefits:
	Custodian interfaces: Over 25 are available with no additional fees. Even some retail accounts are available. This will allow you to give your client a total view of their entire investments such as a company 401k, increasing your assets under management.

	Data Analysis: View the data the way you think. You create your own asset classification and investment categories by each investment.

	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 or percents to adjust based on your own classification!

	Reporting: Offers flexibility that gives you control on account rollups and allocation analysis at your finger tips. An easy to use drilldown function is built in. Batch and PDF functions are included.

	Customized benchmark comparisons: Clearly analyze a client’s performance and how well their investments are performing against a customized benchmark.

	Client billing: Produce your quarterly billing reports based on flexible billing templates. You can create multiple templates and customize it to each client if the need arises.

	Scalable: Portfolio Director Professional is designed to support a single user. As your firm grows or you need multi-user capabilities, converting to the Enterprise version is simple. We do allow single user access on multiple machines such as desktop and laptop when your need to travel.

Our license is only $300 per month for the 1st year and $200 per month for the 2nd year and beyond! That's it! No set-up fees or long term contracts to sign!

"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

"Portfolio Director is the least expensive, most functional investment management software tool available based on price."

Fred Amrein
Financial Advisor
NAPFA member

"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

"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.

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