Who Uses This Software?

Family offices and UHNWI Fiduciaries, Law firms and Trustees Independent Asset Managers Pension funds Banks


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    $6,000.00/year/user
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Galeo
  • www.galeo.ch/
  • Switzerland

About PortfolioNet

PortfolioNet is an integrated solution consisting of portfolio data processing and subsequent access via a web platform. It allows you to view all of your assets and perform custom, in depth analysis, and to generate personalized reports. It is a GIPS compliant Portfolio Management System that assists you in the construction of efficient portfolios and monitoring of their performance or asset allocation.


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PortfolioNet Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll / Commission
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

PortfolioNet Reviews

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