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PortfolioShop, Tools for Investment Professionals
  • Who We Serve
  • Solutions
    Solutions Overview
    Fund AccountingPortfolio ManagementGeneral LedgerReporting & AnalyticsReconciliationRisk Management
  • Why Us
  • News & Resources
  • About Us
(516) 364-6800 Login Request a Demo →

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Every PortfolioShop client operates a dedicated ReconAdvantage portal at its own secure address. To sign in, use the portal link provided during your onboarding, or the bookmark your team already uses.

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PortfolioShop, Tools for Investment Professionals

PortfolioShop is a leading portfolio management software provider with over 25 years of experience, delivering solutions for shadow accounting, performance measurement, client reporting, and risk management.

HedgeWeek US Emerging Manager Awards 2023 — Best Portfolio Management SoftwareAICPA SOC for Service Organizations

Solutions

  • Fund Accounting
  • Portfolio Management
  • General Ledger
  • Reporting & Analytics
  • Reconciliation
  • Risk Management

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