Managing bespoke investments requires a flexible data warehouse that allows you to capture the specifics of each investment. See how our extensible data model makes this effortless.
Our extensible data model allows us to model any asset class, including private investments and esoteric products.
Track and monitor your investment pipeline for due diligence purposes. Create custom workflows for evaluating potential investments, including multi-level review and approval steps.
Create custom dashboards to view and understand your risk allocations. Configure any number of dashboards using our ever-growing library of components.
Extensive data warehousing for assets, trades, portfolios, and other entities. Create any number of user-defined extension fields.
Attribute performance to different segments of your portfolios. Slice and dice P&L and identify performance outliers.