Build Portfolios, Run Simulations, Generate Reports
Create Portfolios using position attributes
Run portfolio simulations
Create budgets and run portfolio variance reports against budgets
Run detailed reports on commitments, drawdowns, cash flows, market value and liquidations
Reduces the risks of managing complex single user spreadsheets
Detail cash flow modeling capabilities at the position level
Collaborative application allowing asset managers, portfolio managers, relationship managers to have input on position modeling and forecasting
Robust J-curve comparative features and portfolio simulation modeling
AUM based annual license model
Easily Import Data from Your Existing Data Sources
Our data interfaces and connectivity tools complement your business and connect our products to your information hubs. Import or export data via Microsoft Excel, SQL, web-services, or custom connectors.
Flat Files (Excel, CSV)
SQL Database Interfaces
Third-Party Product Integration
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