About PortfolioShop
PortfolioShop pricing
PortfolioShop does not have a free version. PortfolioShop paid version starts at US$1,500.00/month.
Alternatives to PortfolioShop
PortfolioShop Reviews
Feature rating
- Industry: Investment Management
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Portfolio Shop
We've been a customer of Portfolio Shop for several years now. There isn't a question that they haven't been able to answer, nor a solution that they haven't been able to provide. We get such personalized support that I sometimes forget they have other customers.
Pros
Ease of use. Portfolio Shop will also readily create customized reports (for a cost).
- Used Daily for 2+ years
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Review Source
We are a client of RA, great people, great product. Always very responsive to our needs.
Pros
Very intuitive, easy to use. A lot of customization has gone into the product over the years, making it a very powerful tool.
Response from PortfolioShop
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- Industry: Financial Services
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Great System!
I have been an FIXQ user since 2011. It's a great system that takes feeds from numerous clearing firms and vendors. The support is fantastic!
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Review Source
Best Portfolio Management System
We've been using PortfolioShop for many years and couldn't be happier with our experience as they model their system after their customer's needs and are able to customize to fit different scenarios. The staff is extremely knowledgeable and proactive with suggestions on how to create better systems to assist in individual needs. Customer support is there when needed and are able to keep costs down even with all the great service provided. Highly recommend them.