PortfolioShop Email Format
Financial ServicesNew York, United States2-10 Employees
PortfolioShop provides an outsourced back-office platform as a service. We offer investment managers the ability to leverage our operational and technical expertise that has evolved over our 25 year history servicing the alternative investment space. Our solutions enable our clients to re-focus their talents on growing their assets, not their operation. Our commitment to consistently exceeding our clients' expectations result in streamlined workflows/experiences that deliver consistent and reliable information. We are a bootstrapped, family-owned and operated business that truly cares about our clients. Today, over 100 clients including single and multi-family offices, fund administrators, hedge funds and private equity firms worldwide with assets totaling more than $10 billion rely on PortfolioShop for accurate, timely information and flexible reporting.