Actionable data

We transform and merge data silos into a consistent, governed data set. Across systems, organizations, and investment hierarchies. Automatically and in near real-time.

Comprehensive analytics

We provide the most powerful analytics toolset for private portfolios in the industry. Back-tested models, at fund and underlying level, seamlessly digesting portfolio data and interactive user input to deliver unmatched analytical insights.

All-encompassing reporting

We compile sophisticated investor and regulatory reports. Powerful performance and analytics engines, a single source of truth and versatile reporting technology ensure unparalleled reporting depth, precision, and adaptability. We deliver near real-time web reporting, API-supported data streams, as well as ad-hoc and validated period-end reports.

Compliant ESG

We enable ESG impact and regulatory compliance, integrated or stand-alone. We facilitate the collection, validation, aggregation, and benchmarking of ESG data for asset owners and asset managers alike. We deliver ESG insights and regulatory reports. Across frameworks and reporting channels.

Multi-party collaboration

We digitalize and automate industry processes end-to-end, across organizations and involved parties, in a governed and transparent manner. Utilizing the industry’s most powerful workflow and document engines, including AI, to reduce emails, phone calls, and manual work to a minimum.

Integrated investor journey

We facilitate rich, digital investor interactions. From fundraising, and subscription support to investor-specific performance reporting and document logistics. Seamlessly and workflow controlled.