Why SoftwareWorld Chooses PortfolioShop:

“SoftwareWorld likely chose PortfolioShop based on positive online user reviews highlighting its robust features, user-friendly interface, and excellent customer support. Users often commend its comprehensive portfolio management tools, seamless integration capabilities, and reliable performance. Additionally, the software's ability to cater to diverse financial needs and its consistent updates to improve functionality may have contributed to its selection.”

Highly Recommended

PortfolioShop Overview

PortfolioShop is a powerful investment management software designed to cater to the needs of financial professionals and institutions. With its comprehensive suite of tools, users can efficiently manage diverse investment portfolios, track performance metrics, and analyze market trends. The platform offers real-time data integration, allowing users to make informed decisions based on current market conditions. PortfolioShop also features advanced reporting capabilities, enabling users to generate customized reports that reflect their investment strategies and goals. By simplifying complex investment processes and enhancing data accessibility, this software empowers users to optimize their portfolios and achieve better returns. Ideal for investment managers, financial advisors, and institutional investors, PortfolioShop is a valuable asset for those looking to elevate their investment management practices.

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Contact Details

  • Vendor Name PortfolioShop
  • Founded 1998
  • Location United States

Support

  • Email Email
  • Phone Phone

Training

  • Live Online Live Online
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services, Investment Management

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PortfolioShop Features

  • Arrow Icon Billing & Invoicing
  • Arrow Icon Partnership Accounting
  • Arrow Icon Income & Balance Sheet
  • Arrow Icon Accounts Receivable
  • Arrow Icon Expense Tracking
  • Arrow Icon Financial Management
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Donation Tracking
  • Arrow Icon Payroll Management
  • Arrow Icon Accounts Payable
  • Arrow Icon Financial Reporting
  • Arrow Icon Real-Time Reporting
  • Arrow Icon Compliance Management
  • Arrow Icon Purchasing & Receiving
  • Arrow Icon Activity Dashboard
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Donor Management
  • Arrow Icon Risk Assessment
  • Arrow Icon Document Management
  • Arrow Icon Investor Reporting
  • Arrow Icon Portfolio Analysis
  • Arrow Icon Compliance Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Monitoring
  • Arrow Icon Contact Management
  • Arrow Icon Profit/Loss Statement
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management
  • Arrow Icon Client Management
  • Arrow Icon Wash Sale Detection
  • Arrow Icon Risk Management
  • Arrow Icon For Traders
  • Arrow Icon Financial Analysis
  • Arrow Icon Portfolio Accounting
  • Arrow Icon Portfolio Management
  • Arrow Icon Tax Management
  • Arrow Icon Stock Management
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon For Investment Advisors
  • Arrow Icon Alerts/Notifications

PortfolioShop Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$1500 Per Feature

PortfolioShop FAQs

PortfolioShop is a powerful investment management software designed to cater to the needs of financial professionals and institutions. With its comprehensive suite of tools, users can efficiently manage diverse investment portfolios, track performance metrics, and analyze market trends. The platform offers real-time data integration, allowing users to make informed decisions based on current market conditions. PortfolioShop also features advanced reporting capabilities, enabling users to generate customized reports that reflect their investment strategies and goals. By simplifying complex investment processes and enhancing data accessibility, this software empowers users to optimize their portfolios and achieve better returns. Ideal for investment managers, financial advisors, and institutional investors, PortfolioShop is a valuable asset for those looking to elevate their investment management practices.

  • No, PortfolioShop does not offer a free version.

  • Yes, PortfolioShop offers a free trial.

  • No, Credit Card details are not required for the PortfolioShop trial.

  • PortfolioShop offers the following pricing plans & packages:

    Basic

    $1500 Per Feature

  • PortfolioShop supports the following payment frequencies:

    • Monthly Subscription

  • No, PortfolioShop does not offer an API.

  • PortfolioShop offers support with the following options:
    • Email , Phone

  • PortfolioShop offers training with the following options:
    • Live Online , Documentation

  • PortfolioShop supports the following languages:
    • English

  • Following are the typical users of the PortfolioShop:
    • Self-Employed , Small-Business , Midsize-Business

  • PortfolioShop supports the following deployment:
    • Cloud Hosted

  • PortfolioShop supports the following devices and operating systems:
    • Web-Based