PortfolioShop vs. SmartDistributor Comparison


PortfolioShop	SmartDistributor Kerridge Commercial Systems	+	+
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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. 9 Ratings Visit Website Odoo Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. 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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 SmartDistributor is a sophisticated solution that provides an innovative suite of tools for efficient and effective management, monitoring, and analysis of all facets of a distribution business. With integrated information-rich applications and powerful business information processing, reporting and analysis, SmartDistributor improves efficiency and productivity throughout your operation. Put managing your IT infrastructure in the hands of the experts! We’ve developed SmartDistributor with businesses like yours in mind, drawing on our distribution expertise on everything from sales to your back-office functions, to improve the day-to-day performance of your team, boost profits and manage your margins. With a full suite of financial modules, SmartDistributor enables you to track all aspects of your financial performance, with multi-company processing with Consolidated (single entity) and Combined (multiple entity) financial reporting and automatic and Real-time General Ledger postings.
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 Hedge Funds, Fund Administrators, Prime Brokers, Investment Advisers	Audience Distribution companies
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 View more images or videos	Screenshots and Videos View more images or videos
Pricing $1500/month Free Version Free Trial	Pricing No information available. Free Version Free Trial
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 Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information PortfolioShop Founded: 1998 United States www.portfolioshop.com	Company Information Kerridge Commercial Systems Founded: 1977 United Kingdom www.kerridgecsna.com/page/products/smartdistributor
Alternatives PackHedge™ FinLab Solutions SA	Alternatives Botree FlexiDMS Botree Software
Arbor Portfolio Manager Arbor Financial Systems	Infor Distribution SX.e Infor
FundCount FundCount Americas	Central Data Distributor Cloud Central Data
Statmetrics	Infor M3 Infor
PFS-Paxus Pacific Fund Systems View All	AxiomHQ Axiom Software View All
Categories Crypto Portfolio Management General Ledger Hedge Fund Investment Management Stock Portfolio Management	Categories Distribution General Ledger
Show More Features 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 Microsoft 365 Propeller Slack Xignite View All 6 Integrations	Integrations Alpha Vantage Auth0 CoinTracking Microsoft 365 Propeller Slack Xignite View All 1 Integration
Claim PortfolioShop and update features and information Claim PortfolioShop and update features and information	Claim SmartDistributor and update features and information Claim SmartDistributor and update features and information