News | PortfolioShop

PortfolioShop Named Best Portfolio Management Software at Hedgeweek US Emerging Manager Awards 2023

PortfolioShop, an innovator and leading provider of investment portfolio management and accounting solutions, was named Best Portfolio Management Software at the Hedgeweek U.S. Emerging Manager Awards 2023 celebrating excellence among... read more →

June 15, 2023

PortfolioShop’s Custodial Data Network Welcomes BNY Mellon and JP Morgan

NEW YORK — PortfolioShop has announced that it has added BNY Mellon and JP Morgan to its network of custodial interface partners. With the integration, PortfolioShop expands it's capabilities to... read more →

May 20, 2022

PortfolioShop Completes 2021 SOC 1 Type 2 Audit

New York, September 15, 2021 – PortfolioShop, a leading software technology firm providing digital solutions to the investment management industry, today announced that it has completed their 2021 SOC 1 Type 2... read more →

September 15, 2021

PortfolioShop Launches New Partnership Accounting Module

New York, January 20, 2021 – PortfolioShop, a provider of accounting and investment analysis software for family offices, fund administrators, hedge funds and private equity firms, today announced the launch of its... read more →

January 20, 2021

PortfolioShop’s Custodial Data Network Welcomes Morgan Stanley and Wells Fargo

NEW YORK — PorfolioShop today announced that it has added Morgan Stanley and Wells Fargo to its network of custodial interface partners. With the integration, even more advisors and fund... read more →

April 27, 2017

Introducing the New PortfolioShop.com

Greetings, and welcome to the new PortfolioShop.com. Have a look around! Our goal with the redesign was to provide a clean, modern and intuitive site, enabling you to find information about our... read more →

November 3, 2016

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

PortfolioShop Launches Real-Time Risk Solution For Prime Brokers

NEW YORK — PortfolioShop today announced the release of BrokerRisk, a real-time prime brokerage exposure monitoring system that allows users to forecast their potential client-wide losses due to extreme market moves."BrokerRisk... read more →

March 25, 2011

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