---
description: Review of PortfolioShop Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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title: PortfolioShop | Reviews, Pricing & Demos - SoftwareAdvice AU
---

Breadcrumb: [Home](/) > [Hedge Fund Software](/directory/4146/hedge-fund/software) > [PortfolioShop](/software/365331/reconadvantage)

# PortfolioShop

Canonical: https://www.softwareadvice.com.au/software/365331/reconadvantage

> PortfolioShop is portfolio management software that provides tools for investment professionals. The platform offers fund accounting solutions to simplify managing complex fund structures. It provides purpose-built tools for handling capital activity, sub-accounts, side pockets, carried interest, high-water marks, claw-backs, management fees, and incentive fees.

PortfolioShop also includes a portfolio management system that delivers accurate valuations and integrity checks to transform transactional data into actionable insights. The general ledger feature ensures shareholder and investment data are synchronized for a comprehensive view of a firm’s operational infrastructure.

PortfolioShop also offers reporting and reconciliation functionality. Its reporting tool provides a library of reports covering portfolio management and performance analytics. Additionally, configurable automated delivery options, dashboards, and APIs enable users to analyze their investment data. Daily reconciliation of shareholder and security positions guarantees investment decisions are based on the most precise information.
> 
> Verdict: Rated **4.8/5** by 4 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.8/5** | 4 Reviews |
| Ease of Use | 4.8/5 | Based on overall reviews |
| Customer Support | 5.0/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 4.8/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: PortfolioShop
- **Founded**: 1998

## Commercial Context

- **Starting Price**: USD 1,500.00
- **Pricing model**: Per Feature
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Trail
- Bank Reconciliation
- Benchmarking
- Bonds/Stocks
- Categorisation/Grouping
- Client Management
- Client Portal
- Commodity Futures
- Cryptocurrency Tracking
- Customizable Reports
- Data Import/Export
- Document Management
- Fee Management
- Financial Analysis
- Financial Management

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Hedge Fund Software](https://www.softwareadvice.com.au/directory/4146/hedge-fund/software)

## Related Categories

- [Hedge Fund Software](https://www.softwareadvice.com.au/directory/4146/hedge-fund/software)
- [Fund Accounting Software](https://www.softwareadvice.com.au/directory/275/fund-accounting-software/software)
- [Share Portfolio Management Software](https://www.softwareadvice.com.au/directory/4259/stock-portfolio-management/software)
- [Investment Management Software](https://www.softwareadvice.com.au/directory/4566/investment-management/software)

## Alternatives

1. [AMDIS](https://www.softwareadvice.com.au/software/262009/am-dis) (0 reviews)
2. [Allvue](https://www.softwareadvice.com.au/software/267398/allvue) — 5.0/5 (1 reviews)
3. [Backstop](https://www.softwareadvice.com.au/software/127096/backstop) — 4.3/5 (46 reviews)
4. [Dynamo Software](https://www.softwareadvice.com.au/software/131884/dynamo) — 4.6/5 (34 reviews)
5. [V3locity](https://www.softwareadvice.com.au/software/296264/v3) (0 reviews)

## Reviews

### "Portfolio Shop" — 5.0/5

> **Matt** | *29 November 2016* | Investment Management | Recommendation rating: 10.0/10
> 
> **Pros**: Ease of use.  Portfolio Shop will also readily create customized reports (for a cost).
> 
> 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.

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### "We are a client of RA, great people, great product. Always very responsive to our needs." — 5.0/5

> **Rob** | *15 August 2017* | Recommendation rating: 10.0/10
> 
> **Pros**: Very intuitive, easy to use. A lot of customization has gone into the product over the years, making it a very powerful tool.

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### "Great System\!" — 4.0/5

> **Mary Ann** | *5 January 2017* | Financial Services | Recommendation rating: 10.0/10
> 
> 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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### "Best Portfolio Management System" — 5.0/5

> **Georgia** | *8 December 2016*
> 
> 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.

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/365331/reconadvantage)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/hedge-fund/reconadvantage-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/365331/reconadvantage> |
| en-GB | <https://www.softwareadvice.co.uk/software/365331/reconadvantage> |
| en-IE | <https://www.softwareadvice.ie/software/365331/reconadvantage> |
| en-NZ | <https://www.softwareadvice.co.nz/software/365331/reconadvantage> |

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