PORTIA

5.8easy start · #70of 81
in Portfolio Management Software

Runs on self-hosted.

PORTIA is ranked #70 of 81 in portfolio management software on The Geeks Club. It runs on Self-hosted.

PORTIA plans and pricing

PORTIA Pricing not stated on opened pages ssctech.com · 5 Oct 2026

Stock Rover Lesson 18.8 Snowball Analytics Lesson 28.6 Portfolio Performance Lesson 38.6 Finary Lesson 48.4 Sharesight Lesson 58.2 getquin Lesson 68.2

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

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