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Solutions

All reporting. Only reporting. Perfectly executed.

No consulting, no execution — only a complete range of institutional reporting solutions, across every asset class and for every purpose.

Tailored Portfolio Monitoring

Custom-built platforms designed to track portfolio positions, risks and performances

Multi-Source Data Aggregation

Seamlessly consolidates data from custodians, asset managers and other financial data sources

Private Markets Reports

Dedicated modules to track and report on private market investments

Structured Products Monitoring

Life Cycle Management platform dedicated to derivatives and structured products

Security-Level Lookthrough

Provides granular visibility into portfolios by aggregating positions

Private Equity Lookthrough

Get insights about the underlying companies of your PE Funds

ESG and Risks Reports

Comprehensive reporting tools that help measure environmental

Document Generation

Automated tools to produce professional, client-ready documents

AI Services

Leverage on Artificial Intelligence to save time or crunch more data and documents

Quantitative Analysis

Advanced quantitative research and modeling capabilities
You are

Institutional Investor

Family Office

Asset Manager

Private Bank

Insurance Company

Corporate & Endowment
Company

About Us

Our Story

Career
Blog
Contact Us

Home
Solutions

All reporting. Only reporting. Perfectly executed.

No consulting, no execution — only a complete range of institutional reporting solutions, across every asset class and for every purpose.

Tailored Portfolio Monitoring

Custom-built platforms designed to track portfolio positions, risks and performances

Multi-Source Data Aggregation

Seamlessly consolidates data from custodians, asset managers and other financial data sources

Private Markets Reports

Dedicated modules to track and report on private market investments

Structured Products Monitoring

Life Cycle Management platform dedicated to derivatives and structured products

Security-Level Lookthrough

Provides granular visibility into portfolios by aggregating positions

Private Equity Lookthrough

Get insights about the underlying companies of your PE Funds

ESG and Risks Reports

Comprehensive reporting tools that help measure environmental

Document Generation

Automated tools to produce professional, client-ready documents

AI Services

Leverage on Artificial Intelligence to save time or crunch more data and documents

Quantitative Analysis

Advanced quantitative research and modeling capabilities
You are

Institutional Investor

Family Office

Asset Manager

Private Bank

Insurance Company

Corporate & Endowment
Company

About Us

Our Story

Career
Blog
Contact Us

Join Us

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