Seamless bolt-on integration with established custodians, accounting and third-party data systems
Unified Reporting across all your Investment Needs
APIs for our analytical engines
Month to month subscription service that can be canceled anytime. There are no long-term contracts and implementation costs. Simple three step process:
Sign-up for an account and enter credit card details
Subscribe to package of service that match your requirements
Upload data from several supported platforms and generate customizable reports
Performance & Attribution
Developed by experts in the field to provide precision and economically meaningful analytics.
Compare fund and benchmark data
Ensure accurate performance
Deploy Brinson (BHB, BF or Advanced) attribution analysis
Analyze any investment strategy with universal asset coverage
Ex-Post Return & Risk Analytics
Perform ex-post return and risk characteristics analysis for any given stream of returns.
Measure a strategy's alpha
Calculate Modern Portfolio Theory (MPT) risk statistics
Evaluate any periodicity
Determine risk-adjusted returns
Composite Management
Simplify and automate composite management.
Build and test unlimited number of composites
Generate daily, monthly, or any custom period composites
Enjoy end to end automation of composite creation and reporting
Simplify process to get verified
Reporting
Explore and collaborate using
state of the art visualization tools.
Create dynamic and interactive web-based reports
Impress your clients with next generation reports
Customize reporting to address real world challenges
Batch reporting to automate creation and distribution
