âThis brings our total number of supported broker interfaces to more than thirty,â company spokesperson Fred Standridge stated. âWe are pleased to respond to the needs our customers and potential customers expressed. And more are on the way.â
Portfolio Systems, Inc., has been a provider of investment portfolio management software for Registered Investment Advisors, CPAs, and individual investors since 1999. Portfolio Systems, Inc. also offers PDWebâ¢, an optional service which allows subscribing advisorsâ clients to access their account reports online through the advisorâs own web site.
The closely-held company is headquartered in Hollidaysburg, Pennsylvania.