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A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.
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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.
Ease of use. Portfolio Shop will also readily create customized reports (for a cost).
We are a client of RA, great people, great product. Always very responsive to our needs.
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
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!
Best Portfolio Management System
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.