PortfolioShop Description
Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.
Pricing
Pricing Starts At:
$1500/month
Company Details
Company:
PortfolioShop
Year Founded:
1998
Headquarters:
United States
Website:
www.portfolioshop.com
Media
Customizable Dashboard
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Product Details
Platforms
SaaS
Type of Training
Documentation
Live Online
Customer Support
Phone Support
PortfolioShop Features and Options
Stock Portfolio Management Software
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
Investment Management Software
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Hedge Fund Software
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management