Portfolio Director WEB

Designed for financial advisors who are seeking a web-based service solution, this product is easy-to-use for both the financial advisor and their clients - if desired. We set up and maintain your own secure website connection. We import and reconcile your custodian’s client data for you. This is a virtual outsourcing of your portfolio back office with some limitations. Users just log on to a custom site and up pops the client data and performance reports.


We provide back-up and disaster recovery which addresses a growing number of compliance concerns. We use industry-standard SSL encryption for data transmission. Your website is branded with your company's logo. There is minimal software to learn. You control data access on three levels: Client access, report access, and even data field access. Such control limits client confusion and questions. Your information is accessible anywhere, anytime, all you need is Internet access.


Portfolio Director Web is unique. No other portfolio management solution offers a dead simple, customized, secure, and user- friendly web-service. It provides a big company feel at a small budget price.


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Portfolio Director Web Benefits:


  • No data hassles: Hands-off import interfaces so you do not have to enter your client's transactions or get involved with custodian data downloads.
  • Secure: Off-site data storage for improved compliance and disaster recovery situations. Uses industry encryption standards for secure accessibility.
  • Benchmark comparisons: Clearly demonstrates and improves your ability to analyze your client's portfolio performance.
  • Client Management: Easily manages all your client information in one software package.
  • Portfolio Rebalancing: Setup a custom model portfolio and be alerted when your client's portfolio becomes out of balance. It even recommends the number of shares to adjust.
  • Client Billing: Produce your quarterly billing reports based on flexible billing templates.
  • Provides end-user access: We can enable client (end-user) controlled access to their portfolio performance information.
Portfolio Director

DESKTOP

A do-it-yourself portfolio management software application that you install, host and manage on your personal computer.


Portfolio Direcotr

WEB

A Web-based portfolio management solution for advisors who want the flexibility of accessing and storing client data via the Internet.


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