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Location Head Office

485 Underhill Blvd
Syosset
NY

Telephone

516-364-6800

Contact

Eric Sontag
[email protected]

Tagline

Automated Accounting Solutions

Mission Statement

Provide the investment community with accurate, automated solutions that empower financial professionals to gain a competitive edge in an increasingly competitive marketplace.

Profile

PortfolioShop provides integrated accounting and investment analysis software that improves operational
efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients
including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. PortfolioShop’s integrated platform provides a cohesive solution to scale opera.

History

For more than 25 years, our FIXQ / ReconAdvantage portfolio management platform — which offers solutions for shadow accounting, performance measurement, client reporting, risk management and outsourced portfolio accounting — has been relied upon by hundreds of the world’s most sophisticated fund administrators and asset managers, as well as scores of prime brokers and trading technology vendors looking to augment their client offerings.

Focus

Prime Brokerage, Alternative Investments, Fund Administrators, Investment Advisers