ReconAdvantage Overview

ReconAdvantage

By PortfolioShop

4.9★★★★★(9 Ratings)Write review

What is ReconAdvantage?

ReconAdvantage is a unified, subscription-based software solution that delivers comprehensive portfolio accounting, detailed client reporting, and rigorous performance measurement capabilities. It consolidates these core investment operations functions into a single, coherent platform, ensuring data integrity and consistency across all reporting outputs. The system is designed to automate the calculation of accurate net asset values (NAVs), generate customizable reports for investors, and provide sophisticated performance attribution and measurement analytics. By offering this as a service (SaaS), it provides firms with a predictable cost model and access to continuous updates without the burden of managing on-premise infrastructure.

Who it's for:

Ideal for investment managers, wealth advisors, fund administrators, and family offices that need a reliable, integrated system for maintaining accurate books and records, fulfilling complex investor reporting requirements, and delivering transparent performance analysis to clients and stakeholders.

Our verdict:

ReconAdvantage is a solid, focused solution for the essential back-office functions of accounting and reporting. Its subscription model offers flexibility and lower upfront costs. For firms prioritizing accuracy, automation in reporting, and a single system for performance measurement, it represents a dependable and efficient operational backbone.

ReconAdvantage Details

ReconAdvantage Platforms supported

Cloud, SaaS, Web-Based

Desktop Chromebook

Desktop Linux

Desktop Mac

Desktop Windows

Mobile Android

Mobile iPad

Mobile iPhone

On-Premise Linux

On-Premise Windows

ReconAdvantage Support options

ReconAdvantage Training options

Live Online

Documentation

In-Person

Videos

Webinars

ReconAdvantage Typical customers

Freelancers

Small Businesses

Small to Mid size businesses

Mid size businesses

Mid to Large size enterprises

Large enterprises

Very Large enterprises

ReconAdvantage Features

Most valued ReconAdvantage features by users

Accounting

Benchmarking

Bonds / Stocks

Client Management

Client Portal

Commodity Futures

Compliance Tracking

Data Import/Export

For Investment Advisors

For Investors & Traders

Fund Management

Modeling & Simulation

Performance Metrics

Portfolio Rebalancing

Real Estate

Risk Management

Compliance Management

Contact Management

Investor Accounting

Investor Reporting

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