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
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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