10 articles by Eric Sontag.
We’re thrilled to announce that PortfolioShop has achieved SOC 2 Type II Compliance! This milestone reaffirms our unwavering commitment to the highest standards of security and data protection. SOC 2 (System and Organization…
This summer, PortfolioShop was proud to be named HedgeWeek’s Best Portfolio Management Software of 2023. In a sit-down with the publication, Eric Sontag, our…
The intricacies of allocating income and expenses to partners are contingent upon a fund’s structure, the asset classes traded by the fund, where the investors are…
NEW YORK — PortfolioShop has announced that it has added BNY Mellon and JP Morgan to its network of custodial interface partners. With the integration, PortfolioShop…
New York, September 15, 2021 – PortfolioShop, a leading software technology firm providing digital solutions to the investment management industry, today announced…
New York, January 20, 2021 – PortfolioShop, a provider of accounting and investment analysis software for family offices, fund administrators, hedge funds and…
NEW YORK — PorfolioShop today announced that it has added Morgan Stanley and Wells Fargo to its network of custodial interface partners. With the integration, even…
Greetings, and welcome to the new PortfolioShop.com. Have a look around! Our goal with the redesign was to provide a clean, modern and intuitive site, enabling you…
NEW YORK — PorfolioShop today announced that it has added Jefferies, Northern Trust and Wedbush to its growing list of custodial interface partners. With the…
NEW YORK — PortfolioShop today announced the release of BrokerRisk, a real-time prime brokerage exposure monitoring system that allows users to forecast their…
Every walkthrough is built around your fund’s structure, your counterparty relationships, and the operational questions that matter most to your team.
