Portfolio Director from Portfolio Systems is a stable, functional solution for professionals and has been featured in publications such as Financial Advisor Magazine, WallStreet & Technology, AdvisorTek, Barron's, and "Investment Online for Dummies".
Portfolio Director offers you a clear concise way of managing multiple accounts under one "umbrella." Setting up new accounts and managing the information is a snap! It offers consolidated reports, market updates, portfolio yields, accounts yields, allocation reporting, benchmark comparisons...and much more! It's perfect for investment advisory firms, tax accounting firms, high net worth individuals, family offices, and investment professionals.
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