Technology

SAFE, SECURE, REDUNDANT AND FAST.

Take a step into the future of investment management technology.

Reporting
  • Save your favorite reports for easy access.
  • Constantly up-to-date with most relevant detail.
  • Configured to you and your workflow in minutes.
  • Flexible and customizable reporting with drag-and-drop interface by person, group or organization.
  • All data can be connected automatically to Excel and Tableau for on the fly analysis and reporting.
  • A web based application designed with modern technology for ease of use, effective workflow, and anywhere access.
Key Differentiation Points
  • Speed.
  • Convenience.
  • Use data at your finger tips.
  • A true web-based solution configurable to you.
  • Handle multi-asset class portfolios in one system.
  • Estimates, actuals, proxy data, 13F detail, schedules of investments - incorporate it all.
Value-added
  • No Nickel and diming.
  • Fastest implementation possible.
  • Real-time access to information.
  • Back to front office integration.
  • Eliminate error prone spreadsheets and disconnected Excel docs.
  • Integration with Excel and Tableau Software for data extensibility.
  • A true limited partner solution for portfolio management and reporting.
  • Scalable, secure technology for business continuity and disaster recovery.
Analyst Services
  • Partnership approach to support, training and ongoing services.
  • A team who has worked in the industry and speaks the same language.
  • Team to facilitate input of risk, performance and transactional data.
  • Operational consulting and deep insight to investment management best practices.
Key Differentiation Points
  • Speed.
  • Convenience.
  • Use data at your finger tips.
  • A true web-based solution configurable to you.
  • Handle multi-asset class portfolios in one system.
  • Estimates, actuals, proxy data, 13F detail, schedules of investments - incorporate it all.

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Value-added
  • No Nickel and diming.
  • Fastest implementation possible.
  • Real-time access to information.
  • Back to front office integration.
  • Eliminate error prone spreadsheets and disconnected Excel docs.
  • Integration with Excel and Tableau Software for data extensibility.
  • A true limited partner solution for portfolio management and reporting.
  • Scalable, secure technology for business continuity and disaster recovery.

close ×

Analyst Services
  • Partnership approach to support, training and ongoing services.
  • A team who has worked in the industry and speaks the same language.
  • Team to facilitate input of risk, performance and transactional data.
  • Operational consulting and deep insight to investment management best practices.

close ×

Reporting
  • Save your favorite reports for easy access.
  • Constantly up-to-date with most relevant detail.
  • Configured to you and your workflow in minutes.
  • Flexible and customizable reporting with drag-and-drop interface by person, group or organization.
  • All data can be connected automatically to Excel and Tableau for on the fly analysis and reporting.
  • A web based application designed with modern technology for ease of use, effective workflow, and anywhere access.

close ×