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Portfolio Director

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File size:
9.2 MB
Portfolio Systems, Inc.
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Portfolio Director 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

Operating System Support: Mac OS X 10.2 or later


Portfolio Director reviewReview for Portfolio Director

Portfolio Director rating 3.67 out of 5 based on 3 ratings. With 1 user reviews.

22222 Budget software, but you get what you pay for...

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!

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