PortfolioShop
About PortfolioShop
PortfolioShop Pricing
Starting price:
$1,500.00 per month
Free trial:
Not Available
Free version:
Not Available
Most Helpful Reviews for PortfolioShop
4 Reviews
Matt
Investment Management, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2016
Portfolio Shop
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.
PROSEase of use. Portfolio Shop will also readily create customized reports (for a cost).
Rob
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2017
We are a client of RA, great people, great product. Always very responsive to our needs.
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
.
Replied August 2017
Mary Ann
Financial Services, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed January 2017
Great System!
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!
Georgia
Used free trial
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2016
Best Portfolio Management System
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.