PortfolioShop, Inc.

Services Offered

• Portfolio management solutions
• Shadow accounting
• Performance measurement
• Client reporting
• Risk management
• Outsourced portfolio accounting

About

PortfolioShop, Inc. is a financial consulting firm located in Melville, New York, specializing in portfolio management solutions. With over 25 years of experience, they offer services such as shadow accounting, performance measurement, client reporting, risk management, and outsourced portfolio accounting. Their FIXQ / ReconAdvantage platform is utilized by fund administrators, asset managers, prime brokers, and trading technology vendors to enhance their client offerings. PortfolioShop serves a diverse clientele, ensuring seamless integration and processing of trading information across various providers.

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Business Information