Version 8.0 Software Enhancements

# Description  
1. Account Manager Ability to assign managers to accounts.
2. Price History Graphing of price history for investments.
3. Database Database is now SQL for scalability and compatibility with 3rd party software programs.
4. Model Portfolio Customized symbols, output to excel and PDF, and graphing of model compared to actual allocation. You may also model by individual account or at the house-hold level.
5. Additional categories Ability to assign categories to clients and accounts.
6. Billing Module Supports minimum billing, exclusion of specified holdings, and easier user interface.
7. Navigation Application user interface now implements a simple point-and-click navigation.
8. Multiuser More than one user account may be defined and true client/server environment for scalability and multiple users.
9. Printing Print options now support more printer capabilities and direct printing to a PDF files.
10. GICS Sector/Industry GICS Sector/Industry are now available for assignment to stocks.
11. Cost-Basis Override You may now override the cost basis method (FIFO or Average) for specific holdings.
12. Fixed Income Summary Report Shows a list of active fixed income positions.
13. Maturity Schedule Statistics Shows a list of fixed income positions that are maturing.
14. Fixed Income Fields We now offer a Yield to Maturity, Accrued Interest and other fixed income fields.
15. More Printing Features Assign a logo and footers to your reports.

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Portfolio Director provides an effective, flexible and versatile portfolio management experience. Whether you need multiple-user access, customizable content or a Web application, Portfolio Director has the tools you need for success.

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