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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... read more →
  • May 20, 2022

PortfolioShop’s Custodial Data Network Welcomes Morgan Stanley and Wells Fargo

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... read more →
  • April 27, 2017

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

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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 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.

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