PortfolioShop is a leading Portfolio Management software provider, offering solutions for shadow accounting, performance measurement, client reporting and risk management. For more than 25 years, our platform has been relied upon by hundreds of the world's most sophisticated fund administrators and asset managers, as well as scores of prime brokers and trading technology vendors looking to augment their client offerings. With integration partnerships with dozens of major trading technology vendors, prime brokers, and custodians, PortfolioShop provides seamless, straight-through processing of your trading information, regardless of provider.

Company details




Syosset, New York

Year founded


Company size

2-10 employees


Portfolio Accounting, Client Reporting, Risk Management, Client Portal, Shadow Accounting, Data Management, Systems Integration, Custodial Interfaces, Market Data Feeds, and Performance Measurement