Portfolio Shop

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

Revolution Investment Management is a financial services firm based in Syosset, NY, specializing in providing tailored investment solutions for individuals and businesses. With a focus on strategic planning and risk management, the company aims to help clients achieve their financial goals through sound investment strategies. Utilizing a client-centric approach, Revolution Investment Management offers a range of services including portfolio management, retirement planning, and wealth preservation. The firm prides itself on its commitment to transparency, integrity, and delivering personalized financial guidance to its diverse clientele. Generated from their business information

US Brokerage Services Limited, situated at 575 Underhill Blvd in office suite 208, specializes in providing a range of financial and investment advisory services to its clients. The company's expertise lies in offering tailored financial solutions, making it a go-to destination for individuals seeking professional guidance in managing their investments. Generated from their available business information