PortfolioShop

ReconAdvantage

5 / 5 4 reviews

Who Uses This Software?

Individual Hedge Funds, Investment Advisers, Introducing Prime Broker/Dealers, Portfolio/Wealth Managers, Family Offices, Fund Administrators.


Average Ratings

4 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
  • Support
    Business Hours

Vendor Details

  • PortfolioShop
  • www.portfolioshop.com/
  • Founded 1998
  • United States

About ReconAdvantage

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


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ReconAdvantage Features

  • Compliance Management
  • Contact Management
  • Investor Accounting
  • Investor Reporting
  • P&L Calculation
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management
  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll / Commission
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

ReconAdvantage Reviews Recently Reviewed!

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

Aug 15, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very intuitive, easy to use. A lot of customization has gone into the product over the years, making it a very powerful tool.

Vendor Response

by PortfolioShop on August 15, 2017

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Great System!

Jan 05, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Comments: 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

Dec 08, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: 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.

Portfolio Shop

Nov 29, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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

Overall: 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.