Portfolio Hub is performance reporting and portfolio management software for investment advisors and family offices. It brings valuations, cash, holdings, billing, and client reporting into one place so you can spend less time wrangling spreadsheets and more time with clients.
What it does
Portfolio Hub tracks positions and valuations across accounts, records cash activity, calculates advisory billing, and generates clean, branded PDF reports for clients. It supports multiple users and multiple client households, so a small firm can run its entire reporting workflow from a single system.
The product is built for advisors who have outgrown manual spreadsheets but do not want the cost or complexity of enterprise reporting platforms. It focuses on doing the core reporting job well: accurate numbers, clear statements, and reports clients can actually read.
Who builds it
Portfolio Hub is built and operated by Advantage Advisors LLC, a Florida limited liability company. The software is developed and maintained directly by the team, not outsourced, which means feedback from advisors turns into product changes quickly.
Our approach
We keep the product focused. Rather than trying to be everything, Portfolio Hub does portfolio reporting, billing, and client statements cleanly and reliably. We favor accuracy and clarity over feature bloat, and we treat client financial data with the care it deserves. See our Security and Privacy pages for details on how we protect and handle data.
Contact
Questions, feedback, or support requests: Contact Us