Affordable and easy - this portfolio management software has all the tools you need to create professional reports and customized analyses for your clients.

Portfolio Director Web

A Web-based portfolio management solution for advisors who want the flexibility of accessing and storing client data via the Internet:

  • Access client data at home or on the road via the Internet
  • Allow client-view login access for custom reports that you create
  • Produce professional quality reports and detailed analysis
  • Flexible reporting, drilldown functionality and multiple custodial interface capabilities

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Portfolio Director Desktop

A do-it-yourself portfolio management software application that you install, host and manage on your personal computer:

Single User

  • Same great reporting tools and customizable analysis as the Web version, but hosted locally


Designed for firms that require multi-user access to client data:

  • Designed for small to medium sized firms that require multi-user access to client data
  • Scalability that enables additional licenses
  • No need to convert data or install additional software to expand

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Latest News

Scivantage® Acquires Portfolio Director to Extend Performance Reporting Offering
"Our customers remain our top priority. We are thrilled to be able to successfully deliver a solution that addresses one of their most common requests," said Steve Walkenbach, President of Malbec, LLC, a subsidiary of Scivantage

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499 Washington Boulevard
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Jersey City, NJ 07310

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