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The Portfolio System Requirement


Installed Systems

Portfolio Accounting and Reporting


The Sandrock Portfolio System provides a modern Portfolio Accounting and Reporting system for Professional Investment Management Firms.

We stand out because we value your skilled investment support staff and seek to make them and you more efficient and effective. The Sandrock Portfolio System can do that.

While many investment firms, especially startups, have chased the lure of cheap processing to cloud computing, we believe an installed system provides the best possible solution for most professional investment firms. Technology will still provide the promised savings - we just think they should go to you, not to some software-as-a-service provider.

Most important, we know you don't do it alone. And, we know how much your skilled and experienced investment support staff adds to your business. With the Sandrock Portfolio System we've created the best solution to make your staff as effective as possible. We believe an installed system is the best tool you can give them.

Check our Features, check our Value Information, check our technology and security pages. You'll see why we think the Sandrock Portfolio System is the optimal solution for your professional investment management firm.