There are many portfolio management applications on the market but it can be difficult to find the one which meets the needs of your investment strategy.

This is particularly apparent if you require a tool capable of supporting holdings in both traditional assets as well as investments in hedge fund managers.

Our Solution

FolioMetrics is an integrated portfolio management solution which provides:

  • Trade capture including full daily trade support
  • Liquidity analysis
  • Exposure tracking and rollup
  • Calculation of estimated portfolio performance
  • Portfolio performance statistics
  • Powerful and flexible reporting
  • Administrator/ Accounting system integration

 

FolioMetrics covers the full investment cycle so alongside portfolio data, the following information is also available:

  • Due Diligence and research tracking
  • Contact management including full email and meeting note integration and fully featured Outlook integration
  • Fund performance analytics including third party data integration and powerful reporting