Alternative investments
Handles your private assets, private equities, commercial real estate, PE and VC fund investments.

Manage acquisition values, market valuations, performance over time

Advanced analytics specific to each asset type including drill downs from portfolio level
Integrate to all your banks
Integrates your data from all your external software and banks, and with your accounting system.

External software

Banks

Accounting system
Reporting & analytics
Handle all your asset classes and instrument types, listed and unlisted investments.

Cross asset performance including FX risks

Real-time market valuations and advanced analytics per asset class

Dynamic asset allocations by tailored categories, e.g. sustainability, asset type, sector, geography
Documents management
Upload all your relevant documents, e.g. agreements, certificates, guarantees.

Link documents to each respective investment

Tag documents for easy search