Independent and founder-led.
PortfolioShop has been family-owned and independent since 1999. No private-equity owners, no acquisition churn, no shifting agendas. The team you start with is the team that answers the phone in year ten.
Why Us
Why Firms Choose Us. And Why They Stay.
Running a fund is hard enough. We take the administrative weight off your shoulders, and every hour your team gets back is operational alpha. Here is what that partnership is built on.
25+
Years, trusted since 1999
SOC 2
Type 2 certified
60+
Integrations
350+
Customizable reports
The Difference
Six reasons the relationship lasts.
Specialists, not generalists.
One domain for 25+ years: investment operations for alternative asset managers, the institutions that serve them, and the administrators in between. Depth you can hear on the first call.
Concierge service, not a call center.
No outsourced support desks. No trainees reading scripts. Every support representative knows the platform inside and out, and knows your implementation as well.
Go live in days, not weeks.
Implementations are measured in days. Your data, your providers, and your reporting cadence are wired in by people who have done it hundreds of times.
An open ecosystem.
PortfolioShop integrates with the tools you have already chosen: 60+ integrations across prime brokers, custodians, and administrators. We complement your stack, we never force you out of it.
Customization in meaningful time.
A consulting arm with real engineers means custom reports, workflows, and integrations get delivered in a timeframe that helps you this quarter, not on next year’s roadmap.
What is HedgeWeek?
Named Best Portfolio Management Software.
HedgeWeek provides relevant, actionable information for hedge funds, service providers, and investors across the alternative investment industry.
Its U.S. Emerging Manager Awards recognize excellence among emerging fund managers and the firms that support them. In 2023, PortfolioShop won Best Portfolio Management Software, an industry-voted recognition from the market we have served for decades.
Voted on within the hedge fund industry, the award reflects recognition from the
market PortfolioShop serves.
Read the announcement →
Security & Compliance
SOC 2 Type 2 certified. Audited, not asserted.
Your positions, your investors, and your performance are among the most sensitive data your firm holds. Our controls are independently audited on an ongoing basis, and all data retention and management is handled in a SOC 1 and HIPAA-HITECH compliant data center.
Read about our SOC 2 compliance
Testimonials
Trusted Since 1999
Real reviews from the investment professionals who run their day-to-day operations on PortfolioShop.
There isn't a question they can't answer
We've been a customer of Portfolio Shop for several years now. There isn't a question that they haven't been able to answer, nor a solution that they haven't been able to provide. We get such personalized support that I sometimes forget they have other customers.
Matt P.
Portfolio Executive · Investment Management
Best Portfolio Management System
We've been using PortfolioShop for many years and couldn't be happier — they model their system around their customers' needs and customize it to fit different scenarios. The staff is extremely knowledgeable and proactive with suggestions, and customer support is there when needed while keeping costs down. Highly recommend them.
Georgia G.
Portfolio Operations Manager
Always very responsive to our needs
Great people, great product. Very intuitive and easy to use — a lot of customization has gone into the product over the years, making it a very powerful tool.
Rob S.
Partner
Great system!
I've been a user since 2011. It's a great system that takes feeds from numerous clearing firms and vendors. The support is fantastic!
Mary Ann B.
Director of Operations · Financial Services