Built for investment managers and real estate operators
Track securities, private funds, and real estate properties in unified portfolios with complete performance attribution.
Calculate TWR and IRR with full traceability. Compare against benchmarks and generate detailed attribution reports.
Run validations, require approvals, and lock periods with immutable audit trails for full compliance.
Upload CSVs and let AI suggest field mappings. Validate data before committing with intelligent anomaly detection.
Manage all transactions with validation, FX support, and bulk operations. Link evidence documents for full traceability.
Monitor concentration by sector, geography, and asset type. Track LTV for real estate and set custom limit rules.