PortfolioShop
HQ Address
225 Broadhollow Road, Suite 102, Melville, NY 11747, United States
Website Address
Business introduction
Our portfolio management solutions have been relied upon by hundreds of the world's most sophisticaed investment professionals for over two decades
The Portfolioshop philosophy
As a software development and data management firm, our success is predicated on the power of our technology platform and the quality of our people. Our experience shows that if we serve our clients well, our own success will follow.
Transparent
We have no gimmicks or hidden fees. We are transparent about what our economic model is and what the total costs will be, whether borne by the end user or their provider.
Open
Our platform integrates with all major prime brokerages and custodians, providing a seamless flow of order information throughout the investment process, regardless of provider.
Client-focused
We are determined to achieve excellence in everything we undertake, and nowhere is that more apparent than with our client service organization. We go the extra mile to ensure our clients are satisfied. Always.
PortfolioShop Solutions
ReconAdvantage
Portfolio accounting Regardless of a client’s size or complexity, FIXQ / ReconAdvantage’s ultra-flexible Investment Book of Record (IBOR) module provides the tools to track and maintain your cost basis and ultimately make better-informed investment decisions and more effectively manage risk. Reporting & performance analytics ReconAdvantage provides an extensive collection of highly customizable, automated......
