Overview
PortfolioShop
Regardless of a client’s size or complexity, FIXQ / ReconAdvantage’s 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.
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ReconAdvantage
ReconAdvantage
ReconAdvantage
ReconAdvantage
Core Features
Investment Management Features
  • Accounting Management
  • Asset Management
  • Benchmarking
  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Modeling & Simulation
  • Performance Metrics
  • Reporting
  • Risk Management
Stock Portfolio Management Features
  • Client Management
  • Data Warehousing
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Technical Analysis
Hedge Fund Features
  • Client Portal
  • Investor Accounting
  • Investor Reporting
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management
  • Profit/Loss Statement
Pricing
Pricing Type
Contact Vendor
Free Version
No
Payment Frequency
Quote Based
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
Support
  • Phone
Knowledge Base
  • Help Guides
  • Blogs