Investment professionals across the industry rely on our platform to manage their operational and accounting needs
Banks, custodians, and broker-dealers rely on PortfolioShop to consolidate data, maintain back-office operations, and distribute custom reporting packages to their customers as a value-added service.
Over 1000 investment advisors and GPs leverage our integrated suite to track investment cost, value assets, measure performance and calculate risk across a range of structures like private equity, fund-of-funds, stand-alone funds, SMAs and master-feeder.
High-net-worth families have a unique set of requirements ranging from operational to financial. Our platform provides a cohesive solution that is tailored to single and multi-family offices.
Our platform serves as your single source of truth that can be integrated with other aspects of your operation like Trading Platforms, Interested Parties, and Fund Administrators.
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