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Jan 20

PortfolioShop Launches New Partnership Accounting Module

  • January 20, 2021

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 to calculate and report on complex entity, investment, and fund information.  

These features were developed to support existing and prospective clients in their effort to handle the ever changing operational landscape.  The revised fund accounting module takes input from portfolio accounting, partnership accounting, general ledger and reporting.  Users of the system will experience improved features including searchable content and a variety of custom tools.   

 “Our new module is modern and purpose built and reflects the forward-thinking, innovative vision of PortfolioShop.”  said Harvey Sontag, CEO and founder of PortfolioShop.   

The new features embrace best practices for design and user engagement. It also enables more effective use of management tools for timely response to investor and regulator inquiries, which supports PortfolioShop’s commitment to service excellence. 

About PortfolioShop

PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. 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.  PortfolioShop supports its growing client base from the company’s U.S. headquarters . For more information, visit www.porttfolioshop.com. 

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    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 ReconAdvantage 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.

    Recent Posts

    • PortfolioShop Launches New Partnership Accounting Module
    • PortfolioShop’s Custodial Data Network Welcomes Morgan Stanley and Wells Fargo
    • Introducing the New PortfolioShop.com
    • PortfolioShop Adds Jefferies, Northern Trust and Wedbush to Growing List of Custodial Interface Partners
    • PortfolioShop Adds Depth To Client Support And Sales Team

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    225 Broadhollow Road, Suite 102, Melville, NY 11747 Phone: 516.364.6800 (Sales: Option 1 | Support: Option 2) E-Mail: sales@portfolioshop.com | support@portfolioshop.com Web: portfolioshop.com
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