The intricacies of allocating income and expenses to partners are contingent upon a fund’s structure, the asset classes traded by the fund, where the investors are located, as well as... read more →
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 →
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 →
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