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PortfolioShop Adds Jefferies, Northern Trust and Wedbush to Growing List of Custodial Interface Partners

NEW YORK — PorfolioShop today announced that it has added Jefferies, Northern Trust and Wedbush to its growing list of custodial interface partners. With the integration, clients are now able... read more →
  • June 22, 2016

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  • PortfolioShop Launches New Partnership Accounting Module
  • PortfolioShop’s Custodial Data Network Welcomes Morgan Stanley and Wells Fargo

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    About PortfolioShop

    PortfolioShop is a leading Portfolio Management software provider, offering solutions for shadow accounting, performance measurement, client reporting and risk management. For more than 25 years, our platform has been relied upon by hundreds of the world’s most sophisticated fund administrators and asset managers, as well as scores of prime brokers and trading technology vendors looking to augment their client offerings. With integration partnerships with dozens of major trading technology vendors, prime brokers, and custodians, PortfolioShop provides seamless, straight-through processing of your trading information, regardless of provider.

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