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.
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
Upload all your relevant documents, e.g. agreements, certificates, guarantees.
Link documents to each respective investment
Tag documents for easy search