PortfolioShop PortfolioShop PortfolioShop PortfolioShop
  • Home
  • Who We Serve
  • Who We Are
  • Solutions
  • Partners
  • News
  • Contact Us
PortfolioShop PortfolioShop
  • Home
  • Who We Serve
  • Who We Are
  • Solutions
  • Partners
  • News
  • Contact Us
Sep 15

PortfolioShop Completes 2021 SOC 1 Type 2 Audit

  • September 15, 2021

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 relevant to security, confidentiality, and availability. Standards outlined in report are developed from the American Institute of Certified Public Accountants (AICPA).

The audit, conducted by A-LIGN, evaluated and issued an opinion on the controls, procedures, and documentation around PortfolioShop’s security practices and examined the design suitability and operating effectiveness of applicable security controls in the platform and products.

“At PortfolioShop, information security is at the core of our operations as a handler of confidential client data. By voluntarily meeting the standards and industry benchmarks of the AICPA, this compliance underscores that PortfolioShop continues to maintain a culture that is dedicated to safeguarding customer data with processes and security controls that includes strict endpoint management, extensive employee security awareness training, and comprehensive vulnerability management.”

Eric Sontag, President, PortfolioShop

A copy of the 2021 SOC 1 Type 2 audit report is available to PortfolioShop’s customers and prospects under NDA upon request.


About PortfolioShop
PortfolioShop is the leading provider of advanced investment management technologies for asset managers, hedge funds, proprietary trading firms and sell-side trading desks. We are a cloud-based front-to-back-office technology provider delivering everything you need to run a trading and portfolio management front and back office. Our team builds innovative technology that fits our client’s workflow requirements through a feature-rich, intuitive user interface. We pride ourselves on having a strong focus on client support, rapid implementations and industry-leading innovation. Today, over 100 clients including single and multi-family offices, fund administrators, hedge funds and private equity firms worldwide with assets totaling more than U.S. $10 billion rely on PortfolioShop for accurate, timely information and flexible reporting.

Contact
Eric Sontag, President
Phone: 516-364-6800
[email protected]

  • Facebook
  • Twitter
  • LinkedIn
  • E-Mail

Comments are closed.

Recent Posts

  • Using PortfolioShop’s Fund Accounting Module to Manage Complex Fund Structures
  • PortfolioShop’s Custodial Data Network Welcomes BNY Mellon and JP Morgan
  • PortfolioShop Completes 2021 SOC 1 Type 2 Audit
  • PortfolioShop Launches New Partnership Accounting Module
  • PortfolioShop’s Custodial Data Network Welcomes Morgan Stanley and Wells Fargo

Recent Comments

    Archives

    • August 2022
    • May 2022
    • September 2021
    • January 2021
    • April 2017
    • November 2016
    • June 2016
    • March 2011

    Categories

    • Corp
    • Uncategorized

    Meta

    • Log in
    • Entries feed
    • Comments feed
    • WordPress.org

    About PortfolioShop

    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 the 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.

    Contact Info

    225 Broadhollow Road, Suite 102, Melville, NY 11747 Phone: 516.364.6800 (Sales: Option 1 | Support: Option 2) E-Mail: [email protected] | [email protected] Web: portfolioshop.com
    Privacy Policy
    © 2023 PortfolioShop, Inc. All rights reserved. PORTFOLIOSHOP is a registered trademark.
    We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept All”, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent.
    Cookie SettingsAccept All
    Manage consent

    Privacy Overview

    This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience. Please provide your consent below, or review our privacy policy for more information.
    Necessary
    Always Enabled
    Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
    CookieDurationDescription
    cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
    cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
    cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
    cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
    cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
    viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
    Functional
    Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
    Performance
    Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
    Analytics
    Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
    Advertisement
    Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
    Others
    Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
    SAVE & ACCEPT