PortfolioShop

PortfolioShop is a software as a service company that specializes in delivering solutions to the investment management industry. The job it does: managing your IT, from help desk to infrastructure, as an outside partner.

Who is it for? Mostly small and mid-sized companies. Related areas on their profile: Accounting, Financial Services and Information Services. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

PortfolioShop is based in Melville, New York and around since 1997. Their site is portfolioshop.com.

Before you commit, look at response SLAs, onboarding, and what is billed per hour. Get the renewal terms in writing before the first invoice.

If you have worked with PortfolioShop, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.