Securities & Technology Firms
A large number of securities firms and trading technology vendors provide the PortfolioShop platform to their end customers as a value-added service, including:
- Prime Brokers
- Introducing Primes
- OMS/EMS Vendors
Clients
Who Relies on PortfolioShop
We serve a variety of client segments, from broker-dealers and vendors who use us to augment their offerings to fund managers and advisors who rely on us to keep their businesses running smoothly.
Investment Managers
Over 1,100 investment management firms leverage PortfolioShop to track costs, value assets, measure portfolio performance and calculate real-time risk, including:
- Institutional Asset Managers
- Hedge Funds
- Wealth Managers & RIAs
Back-Office Solution Providers
Dozens of third-parties rely on PortfolioShop to deliver their clients a white-labelled web portal providing transaction activity, portfolio composition, risk information and more. These firms include:
- Fund Administrators
- Custodian Banks