PortfolioShop
By PortfolioShop
Pricing of PortfolioShop
Basic
Per Month
Key Features of PortfolioShop
- Alerts/Notifications
- Client Management
- Financial Analysis
- For Investment Advisors
- Portfolio Management
- Portfolio Rebalancing
- Risk Management
- Portfolio Accounting
- Stock Management
- Wash Sale Detection
- Tax Management
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
SMEs
Agencies
Enterprises
Company Details
- Company Name: PortfolioShop
- Website: Visit Website
- Headquarter:
, United States
- Social Media:
Description
Alternative
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PortfolioShop Video
PortfolioShop Screenshots
User Reviews Write a Review
FAQ's
The user group of PortfolioShop are as follows :
- Startups
- SMEs
- Agencies
- Enterprises
PortfolioShop has 1 plans,
- Basic USD 1500 Per Month
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.
