Portfolio Systems, Inc. Delivers More Custodial Interfaces: Pershing Now Supported

30 October 2006

Portfolio Systems, Inc. (PSI) has delivered more functioning custodial interfaces to its customers. The company’s Portfolio Director™ version 8 software now accepts data packages downloaded by advisors from Pershing and Bear Stearns.

“This brings our total number of supported broker interfaces to more than thirty,” company spokesperson Fred Standridge stated. “We are pleased to respond to the needs our customers and potential customers expressed. And more are on the way.”

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 PDWeb™, an optional service which allows subscribing advisors’ clients to access their account reports online through the advisor’s own web site.

The closely-held company is headquartered in Hollidaysburg, Pennsylvania.

Become a bobsguide member to access the following

1. Unrestricted access to bobsguide
2. Send a proposal request
3. Insights delivered daily to your inbox
4. Career development