NEW YORK — PorfolioShop today announced that it has added Morgan Stanley and Wells Fargo to its network of custodial interface partners. With the integration, even more advisors and fund managers are able to seamlessly monitor their performance and value at risk. “We are constantly striving to provide our clients with an even broader network of business partners to choose from.” – Eric Sontag, President
“We are constantly striving to provide our clients with an even broader network of business partners to choose from. “We’re pleased to add these premier financial institutions to 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 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.