Alan Kahn

PortfolioShop is a leading Portfolio Management software provider with over 25 years of experience, offering solutions for shadow accounting, performance measurement, client reporting, and risk management. Trusted by financial institutions, investment managers, family offices, and service providers, PortfolioShop's platform streamlines back-office operations and provides valuable insights for managing complex fund structures. With a focus on end-to-end automation, accuracy, and concierge service, PortfolioShop's platform integrates data from custodians, ensures daily reconciliation, and offers customizable reporting packages. Clients praise the platform's ease of use, wide selection of reports, and reliable performance, making it a go-to solution for fund managers, administrators, and OMS providers seeking efficient and actionable investment data.Generated from the website

One of the more established tax and accounting firms in the Syosset area, Grab, Bremer & Associates was started in 1986, by Gary Grab and Cecilia Bremer. Their firm specializes in helping small businesses with their tax planning and accounting needs, including New Business start up, Bookkeeping and Payroll. They work with service-oriented businesses including Attorneys & Health Care Professionals.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Jericho, NY area, Peter Abrami will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.