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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

About

Since 2005, ProFundCom has been the leading Digital Marketing Platform for Hedge Funds. We also work with Asset Managers, Wealth Managers and Private Equity. Design stand-out campaigns and ensure delivery with our robust email marketing platform. Increase operational efficiency with automation built around your workflows. Raise and preserve AuM with our advanced reporting mechanisms. Ensure seamless delivery of your events and increase attendance with our powerful event management platform. Understand how your campaigns are performing across all your digital channels. Email marketing is still an extremely important part of how you communicate with your prospective and existing investors. Specially designed for financial services, ProFundCom offers a robust email marketing platform that not only ensures your emails are delivered but also provides advanced reporting mechanisms that cannot be provided by generic market players.

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

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

Audience

Hedge Funds, Fund Administrators, Prime Brokers, Investment Advisers

Audience

Companies searching for a solution to track their impact on raising AuM across all digital channels

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$1500/month
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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

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

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

PortfolioShop
Founded: 1998
United States
www.portfolioshop.com

Company Information

ProFundCom
www.profundcom.net

Alternatives

PackHedge™

PackHedge™

FinLab Solutions SA

Alternatives

Arbor Portfolio Manager

Arbor Portfolio Manager

Arbor Financial Systems
FundCount

FundCount

FundCount Americas
PackHedge™

PackHedge™

FinLab Solutions SA
Deep Pool

Deep Pool

Deep Pool Financial Solutions
PFS-Paxus

PFS-Paxus

Pacific Fund Systems
Backstop

Backstop

Backstop Solutions Group

Categories

Categories

Hedge Fund Supported
Private Equity Supported

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

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

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

Hedge Fund Features

Compliance Management Not Supported
Contact Management Not Supported
Investor Accounting Not Supported
Investor Reporting Not Supported
P&L Calculation Not Supported
Partnership Accounting Not Supported
Performance Analysis Not Supported
Portfolio Analysis Not Supported
Portfolio Management Not Supported

Integrations

Alpha Vantage Supported
Auth0 Supported
CoinTracking Supported
Dynamo Software Not Supported
Microsoft 365 Supported
Slack Supported
Xignite Supported

Integrations

Alpha Vantage Not Supported
Auth0 Not Supported
CoinTracking Not Supported
Dynamo Software Supported
Microsoft 365 Not Supported
Slack Not Supported
Xignite Not Supported
Claim PortfolioShop and update features and information
Claim PortfolioShop and update features and information
Claim ProFundCom and update features and information
Claim ProFundCom and update features and information