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What is PortfolioShop?

A streamlined, tailored solution that is cloud-based and integrated, designed specifically for Asset Managers, Asset Owners, and Service Providers, offers enhanced efficiency and effectiveness. This innovative approach facilitates better management and oversight of assets in a user-friendly manner.

What is Eleven?

Companies focused on alternative investments utilize Eleven to boost their marketing efforts and improve investor relations, driving growth while enhancing operational efficiency. The tasks involved in raising capital, marketing, and managing investor relations can be simplified and made more effective. With a secure and tailored online platform at your disposal, making connections with investors becomes a quick and straightforward process. This platform provides vital tools, behavioral insights, and data-informed workflows that significantly shorten sales cycles, increase lead conversions, and improve client interactions while optimizing marketing strategies. Transitioning from a prospective lead to an actual client can now occur much faster than before. By offering potential clients easy access to essential information and timely updates, you can speed up engagement and minimize the traditionally lengthy due diligence process, all while maintaining compliance and security. This forward-thinking strategy not only saves valuable time but also fortifies the relationship between you and your investors, ultimately leading to mutual growth and success. Strengthening these connections will create a more resilient investment framework in the long run.

Media

Media

Integrations Supported

Alpha Vantage
Auth0
CoinTracking
Microsoft 365
Slack
Xignite

Integrations Supported

Alpha Vantage
Auth0
CoinTracking
Microsoft 365
Slack
Xignite

API Availability

Has API

API Availability

Has API

Pricing Information

$1500/month
Free Trial Offered?
Free Version

Pricing Information

$1,000 per month
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

Eleven

Date Founded

2019

Company Location

United States

Company Website

platformeleven.io

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

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

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