We serve a variety of client segments, from broker-dealers and vendors who use us to augment their offerings to fund managers and advisors who rely on us to keep their businesses running smoothly.

Securities & Technology Firms

A large number of securities firms and trading technology vendors provide the PortfolioShop platform to their end customers as a value-added service, including:

  • Prime Brokers
  • Introducing Primes
  • OMS/EMS Vendors

Investment Managers

Over 1,100 investment management firms leverage PortfolioShop to track costs, value assets, measure portfolio performance and calculate real-time risk, including:

  • Institutional Asset Managers
  • Hedge Funds
  • Wealth Managers & RIAs

Back-Office Solution Providers

Dozens of third-parties rely on PortfolioShop to deliver their clients a white-labelled web portal providing transaction activity, portfolio composition, risk information and more. These firms include:

  • Fund Administrators
  • Custodian Banks

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