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.
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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
