PortfolioShop vs. SmartDistributor Comparison


PortfolioShop	SmartDistributor Kerridge Commercial Systems	+	+
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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. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple 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 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 Distribution companies
Support Phone Support Supported 24/7 Live Support Not Supported Online Not Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or 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 Supported Live Online Supported In Person Not Supported
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 Supported General Ledger Supported Hedge Fund Supported Investment Management Supported Stock Portfolio Management Supported	Categories Distribution Supported General Ledger 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 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
Integrations Alpha Vantage Supported Auth0 Supported CoinTracking Supported Microsoft 365 Supported Propeller Not Supported Slack Supported Xignite Supported View All 6 Integrations	Integrations Alpha Vantage Not Supported Auth0 Not Supported CoinTracking Not Supported Microsoft 365 Not Supported Propeller Supported Slack Not Supported Xignite Not Supported View All 1 Integration
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