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.
Pricing
Price Starts At:
$1500/month
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Screenshots and Video
Customizable Dashboard
Company Facts
Company Name:
PortfolioShop
Date Founded:
1998
Company Location:
United States
Company Website:
www.portfolioshop.com
Product Details
Deployment
SaaS
Training Options
Documentation Hub
Online Training
Support
Standard Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
Target Organization Types
Mid Size Business
Small Business
Enterprise
Nonprofit
Startup
Supported Languages
English
PortfolioShop Categories and Features
Stock Portfolio Management Software
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
Investment Management Software
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
Hedge Fund Software
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management