âWe have seen this happen before with TechFi,â company spokesperson Fred Standridge stated. âWe were able to begin serving many of their subscribers very quickly, and we made the transition as smooth as possible. We believe we can offer the same support to Intuitâs former PortfolioMinder subscribers as well.â
In addition to its standing policy of charging no up-front or service initiation fees, Portfolio Systems will provide former Intuit subscribers with an hour of training and support at no charge, and a rate of just $50 per support hour thereafter. And because Portfolio Directorâ¢âs monthly service fee of $150 for a single-user license matches the rate published by Intuit for their product, advisors should not see any increase in their monthly overhead either.
Portfolio Systems, Inc. also offers the optional PDWebâ¢ service, which allows subscribing advisorsâ clients to access their account reports online through the advisorâs own web site. Advisors can customize the online reports as easily as they can customize reports in the application.
Portfolio Systems, Inc., has been a provider of investment portfolio management software for Registered Investment Advisors, CPAs, and individual investors since 1999. The closely-held company is headquartered in Hollidaysburg, Pennsylvania.