Portfolio Director DESKTOP
A new alternative in Investment Management Software
Designed for sophisticated small-shop financial advisors, this product is a desktop application that 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.
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Portfolio Director Desktop 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.