Oct 24

Choosing Partners Over Providers

This summer, PortfolioShop was proud to be named HedgeWeek's Best Portfolio Management Software of 2023. In a sit-down with the publication, Eric Sontag, our President, had the opportunity to share a few of the key tenets of the philosophy that ultimately led to our selection for this honor. Choose a... read more →
Jun 15

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 hedge fund emerging fund managers and service providers. The award acknowledges PortfolioShop’s cloud platform designed to streamline investment processes, enhance... read more →
Aug 11
May 20

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 include more than thirty different custodial partners.  Our Custodial Data Network provides advisers the ability to effortlessly track the performance... read more →
Sep 15

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 audit.  SOC 1 Type 2 compliance verifies PortfolioShop control objectives and activities meet relevant principles, verified through an in-depth audit... read more →
Jan 20

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 new, redesigned fund accounting module, www.portfolioshop.com/solutions.  The component's intuitive navigation and uncluttered design offer a friendlier user experience and make it easier... read more →
Apr 27
Nov 03

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 firm and product offerings as quickly and efficiently as possible, regardless of what device you're using. We think we’ve done... read more →
Jun 22
Mar 25

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 allows prime brokerages to put a dollar figure, in real-time, on what they may be on the hook for if any... read more →