Portfolio Systems

Portfolio Director



Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    $300.00/month
  • Deployment
    Cloud, SaaS, Web
  • Support
    Online
    Business Hours

Vendor Details

  • Portfolio Systems
  • www.portfoliodirector.com/index.aspx
  • Founded 1999
  • United States

About Portfolio Director

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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Portfolio Director Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll / Commission
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

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