PortfolioShop is a leading Portfolio Management software provider with over 25 years of experience, offering solutions for shadow accounting, performance measurement, client reporting, and risk management. Trusted by financial institutions, investment managers, family offices, and service providers, PortfolioShop's platform streamlines back-office operations and provides valuable insights for managing complex fund structures.
With a focus on end-to-end automation, accuracy, and concierge service, PortfolioShop's platform integrates data from custodians, ensures daily reconciliation, and offers customizable reporting packages. Clients praise the platform's ease of use, wide selection of reports, and reliable performance, making it a go-to solution for fund managers, administrators, and OMS providers seeking efficient and actionable investment data.
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