PortfolioShop

By PortfolioShop

0.0
Rating out of 5 Based on 0 reviews

Check How PortfolioShop can help to automate Indian Business. Techimply provide their list of features, pricing, Free demo and Comparison with the best alternative

Pricing of PortfolioShop

Basic

USD 1500.00
USD 0.00

Per Month

Buy Now

Key Features of PortfolioShop

Key Features:
  • Alerts/Notifications
  • Client Management
  • Financial Analysis
  • For Investment Advisors
  • Portfolio Management
  • Portfolio Rebalancing
  • Risk Management
  • Portfolio Accounting
  • Stock Management
  • Wash Sale Detection
  • Tax Management

Key Specification

Other Categories: Investment Management Software Stock Portfolio Management Software
Deployment: Cloud Hosted,On Premise,Any,Hybrid
Customer Support: Email,Phone,Live Chat
Customization:
Languages Support: English

Who uses PortfolioShop

StartUps
StartUps
SMEs
SMEs
Agencies
Agencies
Enterprises
Enterprises

Company Details

Company Name: PortfolioShop
Headquarter: United States
Social Media:

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User Reviews

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Frequently Asked Questions (FAQs)

The user group of PortfolioShop are as follows :

  • Startups
  • SMEs
  • Agencies
  • Enterprises

PortfolioShop has 1 plans,

  • Basic USD 1500.00 Per Month

PortfolioShop is not allowing Free Trial.

The key featuers of PortfolioShop are as follows :

  • Alerts/Notifications
  • Client Management
  • Financial Analysis
  • For Investment Advisors
  • Portfolio Management
  • Portfolio Rebalancing
  • Risk Management
  • Portfolio Accounting
  • Stock Management
  • Wash Sale Detection
  • Tax Management

PortfolioShop pricing model : Yearly,Monthly,Onetime(Perpetual License)

PortfolioShop is Cloud Hosted,On Premise,Any,Hybrid Software.

PortfolioShop offers Email,Phone,Live Chat support.

PortfolioShop provides Help Guides for the software training.