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PORTIA

API—OSS—FREE—DOCS3/5
PO5.1#73 of 81
—Web—Windows—Mac—Linux—Android—iOS

Ranked in Portfolio Management Software ·No free plan on record

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About

PORTIA is ranked #73 of 81 in portfolio management software on Inferse. It runs on Self-hosted.

Compared on portfolio management software

Asset class coverage
multi_assetinvestor.ssctech.com
Performance reporting
Yesinvestor.ssctech.com

Facts

Purpose
PORTIA is a middle-to-back-office investment operations platform for investment managers.investor.ssctech.com · 5 Oct 2026
Portfolio accounting
The platform includes portfolio accounting and fund accounting for global assets.investor.ssctech.com · 5 Oct 2026
Performance
PORTIA includes performance measurement and attribution.investor.ssctech.com · 5 Oct 2026
Reconciliation and reporting
The platform includes reconciliation and client reporting, with visibility across transactions and positions.investor.ssctech.com · 5 Oct 2026
Customisation
Its modular design and open architecture allow customization and integration with other systems.investor.ssctech.com · 5 Oct 2026
Deployment
PORTIA can be installed on-premise, hosted in the cloud or fully outsourced.investor.ssctech.com · 5 Oct 2026
Supported users
SS&C describes PORTIA as serving investment firms globally, and says firms of all types rely on it to track day-to-day portfolio activity.investor.ssctech.com · 5 Oct 2026
Asset and transaction coverage
PORTIA supports a broad range of global asset types, fixed-income analytics, multi-currency transaction processing and corporate actions.investor.ssctech.com · 5 Oct 2026
Compliance
The product description lists post-trade compliance among its supported functions.investor.ssctech.com · 5 Oct 2026
Pricing
The opened product and company pages do not state a PORTIA price.ssctech.com · 5 Oct 2026
Trial and free plan
The opened PORTIA pages do not state whether a free plan or free trial is offered.ssctech.com · 5 Oct 2026
Security certifications
The opened PORTIA pages do not state a product-specific security certification or compliance standard.ssctech.com · 5 Oct 2026

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Where it ranks on Inferse

Sources