Portfolio data management software to unify investment positions with research-wide universes
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Your positions
Automatically collect and aggregate position data from IBORs, custodians or other internal systems. The platform’s real-time data integration capabilities ensure that portfolio positions are continuously updated, providing accurate, consolidated views of your investment portfolios.
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Your indexes & benchmarks
Integrate index and benchmark data for precise portfolio rebalancing and analytics. The system automatically collects data from major index providers, and reconciles it with the rest of the investment data relevant for the investment process.
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Your model portfolios
Build, store and manage ad hoc model portfolios that serve as strategic blueprints for actual portfolio construction and rebalancing decisions. The platform’s flexible portfolio modeling engine allows users to create model portfolios based on specific investment themes, risk parameters, or client mandates, storing these model portfolios alongside live position data for easy comparison and implementation tracking.
