Audience
Hedge Funds, Fund Administrators, Prime Brokers, Investment Advisers
About PortfolioShop
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
Pricing
Starting Price:
$1500/month
Company Information
PortfolioShop
Founded: 1998
United States
www.portfolioshop.com
Videos and Screen Captures
Customizable Dashboard
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Product Details
Platforms Supported
SaaS
Training
Documentation
Live Online
Support
Phone Support
PortfolioShop Frequently Asked Questions
PortfolioShop Product Features
Hedge Fund
Compliance Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Contact Management
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management
Client Management
Payroll & Commissions
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Wash Sale Detection
For Traders
Technical Analysis