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 to seamlessly access their trading data from any these three providers through PortfolioShop’s ReconAdvantage platform. “We work hard to ensure that our clients are able to easily interface with their prime brokers and custodians, whomever they may be.” – Eric Sontag, President
“We work hard to ensure that our clients are able to easily interface with their prime brokers and custodians, whomever they may be,” said Eric Sontag, President of PortfolioShop. “We’re pleased to add three more leading providers to our increasing roster of partners, and look forward to continuing to build out our network.”
PortfolioShop is a leading Portfolio Management software provider, offering solutions for shadow accounting, performance measurement, client reporting and risk management. For more than 25 years, our platform has been relied upon by hundreds of world’s most sophisticated fund administrators and asset managers, as well as scores of prime brokers and trading technology vendors looking to augment their client offerings. With integration partnerships with dozens of major trading technology vendors, prime brokers, and custodians, PortfolioShop provides seamless, straight-through processing of your trading information, regardless of provider.