Manta vs. PortfolioShop Comparison


Manta	PortfolioShop
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Manta	PortfolioShop
		Related Products Sharesight Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. 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Built-in CRM tools support deal tracking and pipeline management, with branded borrower, broker, and investor portals for secure, real-time statement access. Customizable workflows adapt to loan type and volume, reducing manual work and errors. Integrations with Zapier, QuickBooks, and credit bureaus extend functionality. Hands-on onboarding and responsive support help private lenders scale efficiently and focus on growth. 4.9 out of 5 stars 198 Ratings Visit Website for Mortgage Automator B2i We are B2i Technologies, the IR website partner public companies trust most. We deliver custom corporate and investor relations websites, real-time data widgets, and digital IR services, all designed to work together seamlessly and affordably. No iFrames. No subdomains. Your data loads directly on your page, clean, fast, and fully integrated. It looks and feels like your site because it is. Because there are no iFrames or separate IR subdomains needed, your financial data and investor content are delivered directly on your website, creating a cleaner user experience while supporting your broader SEO and AI search visibility efforts. Backed by the same team that has supported hundreds of public company websites for more than 25 years, B2i combines flexibility, reliability, and responsive support to help you deliver a better experience for investors and stakeholders alike. Modern IR starts here. Let's build something great together. 5.0 out of 5 stars 2 Ratings Visit Website for B2i InMotion Hosting InMotion Hosting is a performance-first infrastructure provider trusted by agencies, digital teams, and growing businesses since 2001. With more than 170,000 customers worldwide, we design, own, and operate our own hardware and network. No reselling. No third-party dependencies. No surprises. Every support interaction is handled by trained technical staff, available 24/7. No scripts, no bots. We are founder-led, privately held, and accountable to our customers, not outside investors. That independence is why our partnerships last. Products and Services: Web Hosting (Shared, WordPress, cPanel) Managed VPS Hosting Dedicated Servers Reseller Hosting (WHM) Managed Hosting Services Large Server Deployments Domains & Business Email Professional Website Services When your website drives your business, the infrastructure underneath it is not a commodity decision. InMotion Hosting gives you performance, direct human access, and an infrastructure partner built for the long term. 4.6 out of 5 stars 3,265 Ratings Visit Website for InMotion Hosting ZenTreasury ZenTreasury is the financial contract accounting subledger for lease and treasury, built for the Office of the CFO. Your ERP posts the entry. It doesn't know the contract behind it. ZenTreasury does. Add a lease once and get the full schedule: right of use asset, liability, and period by period amortization generated automatically. Index-linked remeasurement is handled automatically. Every modification recalculates the schedule and keeps the per-field audit trail intact. On the treasury side, manage FX positions, loans, guarantees, and group wide cash flow forecasting in the same platform, multi entity and multi currency by design. One product, accounting included, priced to the scope you run. Every customer gets a dedicated, isolated database. Lease calculations are independently reviewed by an international audit firm. Connect your own AI, Claude, ChatGPT, or any MCP client, directly to your contract data. 4.9 out of 5 stars 9 Ratings Visit Website for ZenTreasury CapLinked When sensitive documents decide the pace of a deal, CapLinked gives teams a secure virtual data room built to keep diligence moving. The platform helps organizations share confidential files, manage buyer and investor review, support M&A, raise capital, handle asset sales, complete audits, and coordinate licensing workflows without relying on scattered email threads or basic file storage. Teams can organize documents in guided workspaces, invite internal and external users, set permission based access, apply watermarking and digital rights management, search with OCR, manage Q&A, track activity, and monitor critical file activity. CapLinked also offers Team and Enterprise plans, integrations with Salesforce, Dropbox, Box, OneDrive, and Google Drive, API options, concierge support, and training resources. For companies that need a faster, safer, and more professional way to run confidential transactions, CapLinked delivers on its promise as The Deal Room That Works. Visit caplinked.com. 4.5 out of 5 stars 248 Ratings Visit Website for CapLinked CareLineLive CareLineLive is an all-in-one, cloud-based homecare management platform trusted by over 700 home care agencies & domiciliary care providers across the UK & Australia. The platform covers rostering, scheduling, care planning, care monitoring (ECM), eMAR, payroll, invoicing & the Care Circle portal for friends & family. Subscription includes CQC & CIW compliance tool MOA Benchmarking to deliver a solution combining both homecare management & compliance. Customers find the comprehensive functionality easy to use because of the intuitive user interface and enjoy excellent day-to-day support which is recognised by CareLineLive’s high rating on Trustpilot. CareLineLive is an NHS England Assured Supplier for Digital Social Care Records (DSCR). Founded in 2014, CareLineLive is led by Managing Director Josh Hough and is headquartered in West Sussex with offices in London & Melbourne. CareLineLive is part of MAS Technicae Group and received majority investment from Accel-KKR in June 2025. 4.7 out of 5 stars 182 Ratings Visit Website for CareLineLive HERE Enterprise Browser Built through collaboration with global banks, HERE Enterprise Browser provides enterprise security, workforce productivity and seamless integration of enterprise AI. HERE’s Chromium-based, zero-trust security model includes integration with Microsoft Entra and other IDPs, app access controls, data loss prevention controls, executable protection and auditability for compliance. HERE supercharges productivity through app interoperability and Supertabs that combine multiple tabs into persona or task-based dashboards. It provides federated enterprise search to Microsoft 365, Google Workspace, Salesforce and other platforms. HERE also has its own Notification Center and an AI Center that enables integration of enterprise AI models into end user workflows. The company is backed by major banks and IQT, the not-for-profit strategic investor that accelerates the introduction of groundbreaking technologies to enhance the national security of America and its allies. 4.5 out of 5 stars 2 Ratings Visit Website for HERE Enterprise Browser
Manta: About Manta is a web-based back- and middle-office platform for investment professionals managing private-market funds, family offices, investment platforms and investor clubs. It combines investor relationship management, digital subscriptions, investor portals, vehicle administration, portfolio monitoring and reporting. Teams can guide investors through KYC/KYB checks, suitability steps, e-signatures and online payments; maintain vehicle and investor records; coordinate capital calls and distributions; calculate NAV and performance; and collect data and monitor commitments from portfolio entities. Investors can access their positions, performance and documents through branded portals. The platform also provides AI-assisted document extraction, search and reporting, with June available inside Manta or through Slack and Microsoft Teams. Manta supports private equity, debt, real estate and infrastructure workflows.	PortfolioShop: 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
Manta: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	PortfolioShop: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Manta: Audience Investment management companies, family offices, club deals and fund hosts managing private equity, private debt, real estate or infrastructure vehicles	PortfolioShop: Audience Hedge Funds, Fund Administrators, Prime Brokers, Investment Advisers
Manta: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	PortfolioShop: Support Phone Support Supported 24/7 Live Support Not Supported Online Not Supported
Manta: API Offers API Supported	PortfolioShop: API Offers API Supported
Manta: Screenshots and Videos No images available	PortfolioShop: Screenshots and Videos View more images or videos
Manta: Pricing Annual subscriptions are priced according to the number of managed investors and vehicles, with optional add-ons. Monthly payment increases the price by 20%; subscription prices are revised by 6% at renewal, and applicable VAT is added. Free Version Not Supported Free Trial Not Supported	PortfolioShop: Pricing $1500/month Free Version Not Supported Free Trial Not Supported
Manta: 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: Review this Software	PortfolioShop: 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: Review this Software

Manta: Training Documentation Not Supported Webinars Not Supported Live Online Supported In Person Not Supported	PortfolioShop: Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported
Manta: Company Information Manta Founded: 2025 France www.manta.fund	PortfolioShop: Company Information PortfolioShop Founded: 1998 United States www.portfolioshop.com
Manta: Alternatives Raziel	PortfolioShop: Alternatives PackHedge™ FinLab Solutions SA 5.0 out of 5 stars
Manta: Total Plan Manager MSCI	PortfolioShop: Arbor Portfolio Manager Arbor Financial Systems
Manta: InveLedger inveledger Global	PortfolioShop: Statmetrics 5.0 out of 5 stars
Manta: Manta Network	PortfolioShop: FundCount FundCount Americas
Manta: Syndicately 5.0 out of 5 stars View All	PortfolioShop: PFS-Paxus Pacific Fund Systems View All
Manta: Categories Investment Management Supported	PortfolioShop: Categories Crypto Portfolio Management Supported General Ledger Supported Hedge Fund Supported Investment Management Supported Stock Portfolio Management Supported
	PortfolioShop: Investment Management Features Accounting Management Supported Benchmarking Supported Bonds / Stocks Supported Client Management Not Supported Commodities Supported Compliance Reporting Supported Data Import / Export Supported For Investment Advisors Supported For Investors & Traders Supported Fund Management Supported Modeling & Simulation Supported Payroll & Commissions Not Supported Performance Metrics Supported Portfolio Management Supported Risk Management Supported Show More Features Hedge Fund Features Compliance Management Supported Contact Management Not Supported Investor Accounting Supported Investor Reporting Supported P&L Calculation Supported Partnership Accounting Supported Performance Analysis Supported Portfolio Analysis Supported Portfolio Management Supported Stock Portfolio Management Features Billing & Invoicing Supported Client Management Supported Data Warehousing Supported For Investment Advisors Supported For Traders Not Supported Order Management Supported Portfolio Accounting Supported Portfolio Rebalancing Supported Risk Management Supported Tax Management Supported Technical Analysis Not Supported Wash Sale Detection Supported
Manta: Integrations Slack Supported Alpha Vantage Not Supported Auth0 Not Supported CoinTracking Not Supported Microsoft 365 Not Supported Microsoft Teams Supported Model Context Protocol (MCP) Supported Xignite Not Supported View All 3 Integrations	PortfolioShop: Integrations Slack Supported Alpha Vantage Supported Auth0 Supported CoinTracking Supported Microsoft 365 Supported Microsoft Teams Not Supported Model Context Protocol (MCP) Not Supported Xignite Supported View All 6 Integrations
Manta: Claim Manta and update features and information Claim Manta and update features and information	PortfolioShop: Claim PortfolioShop and update features and information Claim PortfolioShop and update features and information