PortfolioShop
Designed for investment professionals, this stock portfolio management software simplifies the complexities of fund structures by offering specialized tools for capital activity management, including side pockets and management fees. With a robust valuation engine, daily reconciliation, and extensive reporting capabilities, it transforms transactional data into actionable insights, ensuring precise decision-making.
Top PortfolioShop Alternatives
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Designed for RIA firms, NetWorth Advising Platform enhances operational efficiency and client engagement.
Private Wealth Systems
Award-winning portfolio management and reporting software empowers sophisticated investors with unparalleled control.
ATrad
Exceptional enterprise software solutions are delivered through a blend of expertise and structured processes, ensuring reliability and innovation.
HiddenLevers
The HiddenLevers Advisor Platform empowers wealth management firms to effectively assess client risk tolerance and stress-test portfolios.
Toggle
This innovative platform combines advanced analytics with an intuitive interface, enabling users to explore thousands...
Fund Manager
With versions designed for varying needs, users can seamlessly track an array of investments, including...
MyStockPortfolio
Users can screen over 8,000 stocks, track holdings, and gauge market trends with instant stock...
Pebble Finance
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Portfolio Trader
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PORTAX After-Tax Portfolio Analysis
It evaluates up to 100 assets across 120 periods, providing insights on asset weight, market...
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RiskSmith
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Clear Street Studio
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Top PortfolioShop Features
- Automated report generation
- Integrated general ledger
- Daily data reconciliation
- Customizable reporting packages
- Investment Book of Record (IBOR)
- Purpose-built fund management tools
- Performance measurement analytics
- High-water mark tracking
- Carried interest management
- Side pocket handling
- Advanced risk management modules
- API-driven data access
- Seamless trading platform integration
- Concierge customer support
- Tax and book allocation maintenance
- Cohesive family office solutions
- Extensive report library
- Accurate valuation engine
- Capital activity management
- User-friendly web portal navigation
Top PortfolioShop Alternatives
- Co-Pilot
- NetWorth Advising Platform
- Private Wealth Systems
- ATrad
- HiddenLevers
- StockCentral
- Toggle
- Fund Manager
- MyStockPortfolio
- Pebble Finance
- Portfolio Trader
- PORTAX After-Tax Portfolio Analysis
- Fund Manager
- RiskSmith
- Clear Street Studio
