TAILORED DATA & REPORTING SOLUTIONS
dedicated to investment portfolios and ESG performance
GET STARTEDAsset consolidation & data aggregation
Automate low value tasks while you keep control on your data
Connect directly with your custodian banks, asset managers, private equity funds, benchmarks, ESG or credit ratings providers. Get security level reports, enriched issuers data and gather your liquid and illiquid assets in the same place. No data source will be left aside, as you can incorporate easily into your account all your partners data, irrespective of the format they use or their level of IT maturity.
Every piece of data undergoes meticulous categorisation, thorough cleaning, homogenisation, and meticulous preparation for analysis. Our commitment to data integrity and quality means that you can trust the insights derived from our platform to be accurate, reliable, and actionable.
ESG and risk analysis
Sustainable and performing investments
Take charge of your ESG data management, elevate your sustainability strategies to new heights, and streamline collaboration through enhanced ESG processes, even in the context of funds of funds or diversified portfolios. Integrate accurate risk analysis dimensions into your portfolio analysis for more comprehensive insights and informed decision-making.
Slash the time needed to analyse, exploit and categorize data. Benefit from enhanced visualisation tools with custom made display suited to each team and organisation, from portfolio managers to risk analysts.
Analytics across asset classes
Private Equity, direct participations, infrastructure, derivatives, art,...
Onboard all the assets of your portfolio, including private equity, real estate, private debt or infrastructure, and this for any instrument type, like derivatives, funds and private mandates. Monitor your positions at the portfolio level, or dig into one specific asset class thanks to dedicated modules.
Benefit from tailored views and analysis, enabling you to re-discover your portfolio with the conventions, hierarchies and priorities which matter most to you.
50K+
issuers tracked
80B+ assets under reporting (USD)
300+ financial data sources
4 countries with active clients