Private Equity
Manage your entire portfolio in an easy-to-use solution. Keep tabs on each of your assets and view your consolidated portfolio from unique perspectives.
Multi-Asset Class
Our extensible data model allows us to model any asset class, including private investments and esoteric products.
Investment Pipeline
Track and monitor your investment pipeline for due diligence purposes. Create custom workflows for evaluating potential investments, including multi-level review and approval steps.
Private Equity
Create custom dashboards which provide details on your exposures to various asset attributes. View consolidated P&L across portfolios, and attribute gains and losses to any particular subset of the portfolio.
Data Warehousing
Extensive data warehousing for assets, trades, portfolios, and other entities. Create any number of powerful extension fields.
Performance Metrics
Analyze performance per line item. Attribute performance to different parts of your portfolios. Slice and dice your portfolios to see where key metrics are being attributed to most.
