Ratings and Reviews 0 Ratings
Ratings and Reviews 13 Ratings
Integrations Supported
Adobe Acrobat Sign
Atlassian Crowd
Bloomberg Tax & Accounting Fixed Assets
CoinTracking
Encompass
Formstack
ICE Crypto Payments
LSEG Due Diligence Centre
Microsoft Dynamics 365
Nuxeo
Integrations Supported
Adobe Acrobat Sign
Atlassian Crowd
Bloomberg Tax & Accounting Fixed Assets
CoinTracking
Encompass
Formstack
ICE Crypto Payments
LSEG Due Diligence Centre
Microsoft Dynamics 365
Nuxeo
API Availability
Has API
API Availability
Has API
Pricing Information
$1500/month
Free Trial Offered?
Free Version
Pricing Information
$500
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
PortfolioShop
Date Founded
1998
Company Location
United States
Company Website
www.portfolioshop.com
Company Facts
Organization Name
FundCount Americas
Date Founded
2001
Company Location
United States
Company Website
fundcount.com
Categories and Features
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management
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
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
Categories and Features
Fund Accounting
Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management
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