PortfolioShop – Features, Pricing & Reviews 2026 | Krowdbase
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PortfolioShop

A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.

What is PortfolioShop?

ReconAdvantage is our flagship product. It is an ultra-flexible, modular portfolio management platform that offers solutions for shadow accounting, performance measurement, client reporting, risk management, shareholder accounting and outsourced portfolio accounting. Underpinned by the industry s most knowledgeable and dedicated client service organizations, It has been relied upon by hundreds of world s most sophisticated fund administrators and asset managers for over 25 years.

Features

Real-Time Reporting
Document Management
Investor Reporting
Monitoring
Performance Metrics
Portfolio Analysis
Profit/Loss Statement
Benchmarking
Client Management
Client Portal
Fund Management
Investments Tracking
Mobile Access
Modeling & Simulation
Portfolio Management
Alerts/Notifications
Financial Analysis
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Stock Management

FAQ

The official website of PortfolioShop is https://portfolioshop.com/

Pricing

Starting at:

$1500

Free Trial Available

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