The FolioMetrics solution is an integrated portfolio management, analytics and research management solution for family offices.
Instead of being limited by separate tools to manage these needs, FolioMetrics provides one integrated platform.
- Trade capture and portfolio management for multiple investment types including hedge funds, long only funds, ETFs, equities and fixed income
- Liquidity analysis
- Exposure tracking
- Fund and portfolio performance analytics
- Tracking of potential trades and scenarios
- Powerful and flexible reporting
- Due diligence and research management
- Contact Management
- Email and meeting logging and task management with full Microsoft Outlook integration
- Document management
- Fund administrator and accounting system integration