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

En savoir plus sur PortfolioShop

Avantages :

Non disponible

Inconvénients :

Non disponible

PortfolioShop - Notes

Note moyenne

Facilité d'utilisation
4,8
Service client
5,0
Fonctionnalités
4,8
Rapport qualité-prix
5,0

Probabilité de recommander le produit

10/10

PortfolioShop a reçu une note globale de 4,8 étoiles sur 5 d'après 4 avis d'utilisateurs publiés sur Capterra.

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Filtrer les avis (4)

Matt
Portfolio Executive (É.-U.)
Gestion des investissements, 2-10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Portfolio Shop

5,0 il y a 6 ans

Commentaires : 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.

Avantages :

Ease of use. Portfolio Shop will also readily create customized reports (for a cost).

Rob
Partner (É.-U.)
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

We are a client of RA, great people, great product. Always very responsive to our needs.

5,0 il y a 5 ans

Avantages :

Very intuitive, easy to use. A lot of customization has gone into the product over the years, making it a very powerful tool.

Réponse de l'équipe de PortfolioShop

il y a 5 ans

.

Mary Ann
Dircector of Operations (É.-U.)
Services financiers, 51-200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Great System!

4,0 il y a 6 ans

Commentaires : 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!

Georgia
É.-U.
Temps d'utilisation du logiciel : Non fourni
Source de l'avis

Best Portfolio Management System

5,0 il y a 6 ans

Commentaires : 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.