PortfolioShop

PortfolioShop is a portfolio management software offered by PortfolioShop, Inc. that caters to the needs of financial institutions, investment managers, family offices, and service providers. According to the vendor, PortfolioShop provides a range of tools for shadow accounting, performance measurement, client reporting, and risk management. The software is designed to assist banks, custodians, broker-dealers, investment advisors, general partners, high-net-worth families, and family offices in managing their portfolios and making informed investment decisions.