Since 1990, PortMan (PORTfolio MANager) has been used by companies just like yours who need an investment accounting system designed to simplify Schedule D accounting and reporting. The simple, no-nonsense user interface provides users an intuitive means of managing and tracking their statutory investment accounting.
Some PortMan features are:
In addition to the Portman software, we offer a cost effective outsourcing solution for companies who do not have the time or expertise to manage their monthly Schedule D investment accounting. This service provides data entry, reporting and Schedule D exporting, while still allowing you to have access to the data and reports.