P N I Global Partners

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

Greenblatt Kenneth R Certified is a trusted financial planning firm located in Woodbury, NY. Known for its personalized approach, the firm offers expert advice on investment strategies, retirement planning, and wealth management. With a commitment to helping clients achieve their financial goals, Kenneth Greenblatt and his team provide tailored solutions to meet individual needs. Generated from this place's information

Royal Alliance Associates, located in Syosset, NY, offers expert financial planning services to help clients achieve their financial goals. The team of experienced professionals provides personalized strategies in investment management, retirement planning, and wealth preservation. With a commitment to integrity and client satisfaction, Royal Alliance Associates strives to empower individuals and families to make informed financial decisions for a secure future. Generated from this place's information