Built for Professional Investors
PortfolioEngine serves hedge funds, family offices, and RIAs with institutional-grade analytics and portfolio management tools.
Hedge Funds
Multi-strategy support & factor-based attribution
Real-time risk analytics & compliance reporting
Family Offices
Wealth management & consolidated reporting
Tax optimization & estate planning integration
RIAs
Client reporting & model portfolios
Billing integration & compliance tools
API Integration
RESTful API & webhooks for custom integrations
Market data feeds & third-party connectivity
