HOLIDAYSBURG, PENNSYLVANIA - January 7, 2004 - Portfolio Systems, Inc., a leading provider of investment administration and management technology products, today announced key additions to its Portfolio Director product. The enhancements, developed specifically for the legal community, provide attorneys with much needed historical views and return calculations for an investor's portfolio.
Bob Yacobucci, founder and President of the investment technology firm stated, "There is an increasing demand from law firms that focus on securities arbitration and represent individual investors. They want portfolio management software for generating supporting documents that is both intuitive and analytical in nature."
For attorneys building a case, the product provides a number of important investigative activities including portfolio turnover, expense ratios, and comparative analysis. "We have made it easy for the legal community to generate the reports they need without becoming experts in managing a portfolio management system," Yacobucci noted.