PortfolioShop vs. Total Return Comparison


PortfolioShop	Total Return SS&C Technologies
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PortfolioShop	Total Return
		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. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan). 4.0 out of 5 stars 566 Ratings Visit Website for Sharesight eToro Create a portfolio as unique as you are. On eToro, you have the freedom to choose from variety of cryptocurrencies, stocks and ETFs, and a number of unique investments like Smart Portfolios to create an investment strategy that is fit to you. Or, follow one of our Popular Investors, and make their crypto strategy, your strategy. Don’t invest unless you’re prepared to lose all the money you invest. With a clean and simple interface, no hidden fees, and top security for your peace of mind, eToro can take some of the stress out of investing. Plus, learn as you invest, with tools like our virtual $100k portfolio and the eToro Academy. Get started with this fintech leader today, and join over 20M other users investing in stocks, crypto, and community. 4.0 out of 5 stars 32,417 Ratings Visit Website for eToro Summ Summ (formerly Crypto Tax Calculator) is an advanced crypto & equities tax platform that simplifies tracking and reporting across all your brokers, exchanges, wallets, and DeFi activity. With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines. Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more. Summ's portfolio tracker provides real-time PnL, tax liability insights, and accurate pricing for over 300,000 cryptocurrencies & shares. With a 4.6/5 Trustpilot rating and seamless TurboTax integration, Summ makes crypto tax filing stress-free for both casual traders and professionals. Designed for speed, accuracy, and compliance, Summ gives users total confidence at tax time. 4.6 out of 5 stars 936 Ratings Visit Website for Summ Xero Save 80% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place. 4.4 out of 5 stars 6,139 Ratings Visit Website for Xero CoinStats CoinStats is the leading crypto portfolio management tool trusted by over 1 million active users worldwide. With CoinStats, users can easily track their crypto, DeFi, and NFT assets in real-time by connecting more than 300 wallets and exchanges. The CoinStats DeFi wallet also allows users to securely store, buy, and swap cryptocurrencies, making it a one-stop-shop for all your crypto needs. With more than $100m worth of assets already managed through the app, CoinStats is committed to empowering people to effectively manage their crypto portfolios through an easy-to-use platform. Getting started with CoinStats is quick and easy, and the platform is completely free and secure. Start managing your crypto assets like a pro and join the millions of satisfied CoinStats users today. CoinStats also provides an all-in-one crypto API. 4.5 out of 5 stars 101,145 Ratings Visit Website for CoinStats SurePayroll SurePayroll has been a leading provider of online payroll services to small businesses nationwide for over 20 years. As the first SaaS payroll company, SurePayroll has grown to become a household name in easy to use payroll, workers' compensation, 401(k) plans, and health insurance services, all backed by an award-winning, U.S.-based customer care team. Most recently, SurePayroll added HR services to its portfolio of solutions. By offering the additional flexibility of private-label and co-branded solutions, SurePayroll serves as a trusted partner to a diverse range of businesses and trusted advisors, including financial institutions and accountants. 4.3 out of 5 stars 853 Ratings Visit Website for SurePayroll Sage Intacct Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. 4.3 out of 5 stars 8,836 Ratings Visit Website for Sage Intacct Epicor Financials Epicor Financials is a cloud-native financial management solution that helps organizations streamline accounting processes, automate workflows, improve compliance, and gain real-time visibility into financial performance. Built on a modern cloud architecture, the platform combines core accounting, financial reporting, planning, analytics, governance, and AI capabilities within a unified ecosystem. Organizations can extend the core accounting solution through Epicor's broad ecosystem of business applications and ISV solutions. Designed exclusively for the cloud, Epicor Financials benefits from continuous innovation through regular upgrades and a modern CI/CD deployment approach, helping customers stay current without disruptive upgrades. The solution scales globally with support for multiple books, companies, sites, currencies, languages, and legal entities while maintaining centralized financial control. Visit Website for Epicor Financials 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 Bryt Software Bryt Software is a flexible, cloud-based loan servicing platform designed to help lenders automate servicing, reduce manual processes and manage their loan portfolios from one centralized system. Bryt supports configurable loan structures, automated payment allocation, multiple interest accrual methods, late fees, borrower communications, document management, reporting and portfolio monitoring. Optional modules extend the platform with capabilities including ACH payment processing, borrower and investor portals, escrow/impound management, multi-lender and investor servicing, custom reporting, API access and more. Designed for organizations ranging from private and commercial lenders to consumer finance companies, CDFIs, automotive lenders and nonprofits, Bryt combines powerful servicing capabilities with an intuitive interface and modular pricing. Bryt is 100% cloud-based and includes unlimited support. Start a free 30-day trial or schedule a personalized demonstration to see how Bryt can simplify your loan servicing operation. 4.8 out of 5 stars 21 Ratings Visit Website for Bryt Software
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	Total Return: About SS&C GlobeOp’s Total Return is a portfolio management, investment accounting, partnership accounting, and general ledger system designed specifically for alternative investment funds and family offices. It’s a multi-currency system that supports complex securities, sophisticated investment strategies, multi-tiered ownership structures, and unique tax requirements that characterize family office investments and private wealth funds. In addition to its advanced portfolio management capabilities and general ledger functionality, it encompasses complete partnership accounting, with automated processing of capital-based or share-based fund valuation, income and expense allocations to partners, management and fee calculations, and the production of robust partnership reports. Save time and reduce operational risk with fund accounting, partnership accounting, and tax processing integrated into one platform.
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	Total Return: 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
PortfolioShop: Audience Hedge Funds, Fund Administrators, Prime Brokers, Investment Advisers	Total Return: Audience Investment funds seeking a solution to manage investment accounting, partnership accounting and general ledger operations
PortfolioShop: Support Phone Support Supported 24/7 Live Support Not Supported Online Not Supported	Total Return: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
PortfolioShop: API Offers API Supported	Total Return: API Offers API Not Supported
PortfolioShop: Screenshots and Videos View more images or videos	Total Return: Screenshots and Videos View more images or videos
PortfolioShop: Pricing $1500/month Free Version Not Supported Free Trial Not Supported	Total Return: Pricing No information available. Free Version Not Supported Free Trial Not Supported
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	Total Return: 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: Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported	Total Return: Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
PortfolioShop: Company Information PortfolioShop Founded: 1998 United States www.portfolioshop.com	Total Return: Company Information SS&C Technologies United States www.ssctech.com/solutions/products-a-to-z/total-return
PortfolioShop: Alternatives PackHedge™ FinLab Solutions SA 5.0 out of 5 stars	Total Return: Alternatives PortfolioShop
PortfolioShop: Arbor Portfolio Manager Arbor Financial Systems	Total Return: FundCount FundCount Americas
PortfolioShop: Statmetrics 5.0 out of 5 stars	Total Return: AdvisorWare SS&C Technologies
PortfolioShop: FundCount FundCount Americas	Total Return: PFS-Paxus Pacific Fund Systems
PortfolioShop: PFS-Paxus Pacific Fund Systems View All	Total Return: The Archway Platform SEI Family Office Services View All
PortfolioShop: Categories Crypto Portfolio Management Supported General Ledger Supported Hedge Fund Supported Investment Management Supported Stock Portfolio Management Supported	Total Return: Categories General Ledger Supported Investment 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
PortfolioShop: Integrations Alpha Vantage Supported Auth0 Supported CoinTracking Supported Microsoft 365 Supported Slack Supported Xignite Supported View All 6 Integrations	Total Return: Integrations Alpha Vantage Not Supported Auth0 Not Supported CoinTracking Not Supported Microsoft 365 Not Supported Slack Not Supported Xignite Not Supported
PortfolioShop: Claim PortfolioShop and update features and information Claim PortfolioShop and update features and information	Total Return: Claim Total Return and update features and information Claim Total Return and update features and information