Who We Are

Our solutions have been relied upon by hundreds of the world’s most sophisticated professionals for over two decades.

The PortfolioShop Philosophy

As a software development and financial services firm, our success is predicated on the power of our technology platform and the quality of the services we provide. Experience has shown us that if we serve clients well, our own success will follow.


We have no gimmicks or hidden fees. We are transparent about what our economic model is and what the total costs will be, whether borne by the end user or their provider.


Our platform integrates with all major prime brokerages and custodians, providing a seamless flow of order information throughout the investment process, regardless of provider.


We are determined to achieve excellence in everything we undertake, and nowhere is that more apparent than with our client service organization. We go the extra mile to ensure our clients are satisfied. Always.

Our Team


Harvey Sontag brings over forty years of accounting expertise, along with deep technological insight, to PortfolioShop. His drive and determination to automate complex back-office accounting, performance measurement and systemic risk operations permeates our company’s operations on a daily basis. Harvey has an extensive background in the financial services industry and has been servicing buy- and sell-side firms of all sizes since 1974. Harvey is a graduate of the City University of New York at Baruch College.


Along with Harvey, Eric Sontag has been instrumental in the development of the PortfolioShop platform. As technological lead, Eric and his team work closely with users to ensure that the company continues to meet the considerable expectations of our client base.  Prior to launching PortfolioShop, Eric began his career as a Business Analyst at AIG/Royal Alliance Associates, an Independent Broker Dealer. Eric is a graduate of the City University of New York at Baruch College.

Want to See Our Software In Action? Request a Demo