The advanced portfolio management software you need, backed by the world-class support you deserve.

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ReconAdvantage portfolio management platform which offers solutions for shadow accounting, performance measurement, client reporting, risk management and outsourced portfolio accounting. ReconAdvantage ultra-flexible Investment Book of Record (IBOR) module provides the tools to track and maintain your cost basis and ultimately make better-informed investment decisions and more effectively manage risk. ReconAdvantage provides an extensive collection of highly customizable, automated reports that deliver consistent, reliable information to all interested parties. Users can easily generate sharp-looking, concise views of financial analysis ranging from management-level cross references to performance attribution and portfolio valuation. Data can also be exported to Excel/PDF/Text, or configured as a Start of Day upload to your trading platform.
United States
1 Industry
1 Language

Screenshot & Video



  • Open Source
  • Cloud Hosted
  • Web-based


  • Email
  • Phone
  • 24x7 Support


  • Webinar

Knowledge Base

  • Help Guides
  • Blogs

ReconAdvantage Core Features

Investment Management

  • Accounting Management
  • Asset Management
  • Benchmarking
  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Modeling & Simulation
  • Performance Metrics
  • Reporting
  • Risk Management

Stock Portfolio Management

  • Client Management
  • Data Warehousing
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Technical Analysis

Hedge Fund

  • Client Portal
  • Investor Accounting
  • Investor Reporting
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management
  • Profit/Loss Statement

ReconAdvantage Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • USD ($)

Free Version

  • No

Payment Frequency

  • Quote Based

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