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About

InvestorHub's software gives public companies more control through better shareholder engagement. Over 130 companies use InvestorHub's data-driven tools to efficiently engage shareholders, improve market communication, and maximize the impact of investor relations. The way public companies communicate with investors is broken. By focusing only on top shareholders and institutions, they ignore more than 99% of their investors. Without a strong shareholder base, your share price is dictated by forces outside of your control. By enabling companies to engage more shareholders, more efficiently, InvestorHub gives companies the tools to engage all their shareholders and turn them into active believers, driving better outcomes across the board. Whether you need to raise capital, optimize liquidity, or secure votes, the investor CRM helps you identify and connect with the shareholders that matter.

About

PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. ReconAdvantage’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution. Modules Include: General Ledger Partnership Accounting Portfolio Accounting Client/Investor Reporting Client/Investor Portal Performance Measurement Risk Management Data Aggregation

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Public companies searching for a solution to identify, engage, and connect with shareholders

Audience

Hedge Funds, Fund Administrators, Prime Brokers, Investment Advisers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$1500/month
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

InvestorHub
Founded: 2022
Australia
investorhub.com

Company Information

PortfolioShop
Founded: 1998
United States
www.portfolioshop.com

Alternatives

Alternatives

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Arbor Portfolio Manager

Arbor Portfolio Manager

Arbor Financial Systems
FundCount

FundCount

FundCount Americas
PFS-Paxus

PFS-Paxus

Pacific Fund Systems

Categories

Categories

Hedge Fund Features

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Integrations

Alpha Vantage
Auth0
CoinTracking
LinkedIn
Microsoft 365
Slack
Xignite

Integrations

Alpha Vantage
Auth0
CoinTracking
LinkedIn
Microsoft 365
Slack
Xignite
Claim InvestorHub and update features and information
Claim InvestorHub and update features and information
Claim PortfolioShop and update features and information
Claim PortfolioShop and update features and information