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Portfolio Director Publisher's Description:
An advanced portfolio management software. It 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, and investment professionals.
Whats New in this Version
- Benchmark Comparison
- Historical Position Reporting
- Historical Allocation Reporting
- Portfolio Summary
- Advanced Fixed Income tracking
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| Specifications |
| Last Updated: |
Wed Mar 07 2007 |
| Version: |
6.0 |
| License: |
Demo |
| File size: |
9.2MB |
| Operating System: |
Mac OS X 10.2 or later |
| Company: |
Portfolio Systems, Inc. |
Budget software, but you get what you pay for...
Reviewed by: Igor Yagolnitser, Mon Mar 24 2008
The company is a one man operation, and it shows: the software is full of bugs that don't get fixed from version to version, and support is non-existent.
Several products previously made by the company are no longer sold and not supported. The same can happen to the one you buy today.
Stay away!
2 of 17 people found this review helpful
<- SmartLedger |
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