Apliqo
Have a question regarding Apliqo?
Contact Apliqo directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.
What sets Apliqo apart?
"We focus on the Private Markets investments because we believe it's the most attractive asset class."
Martin Zahner
Product
Get an overview of what Apliqo does.
Main Tasks
Portfolio Management
Data Aggregation
Portfolio Construction & Rebalancing
Investment Due Diligence
Investment Performance Analysis
Performance Reporting
Data aggregation & management
Assets supported
Direct Private Equity
Venture Capital
Private Debt
Private Equity
Private Equity & Direct Investments
Private Equity Funds
Whitelabel
Yes
Type Of Software
SAAS
Integrations
MS Excel, Canoe Intelligence
Mobile App
No
Type of data
Transaction level
Accuracy
Automated data integration, Health Check reports
Multi-currency
Users can separate holding level gain/loss from currency gain/loss, Based on holding/position data
Rates
Average SFO: € 100’000 (25 PE/VC/PD funds, 5 users)
Cost structure
Seat based (per named user)
Feature based
AUM based
Key Company Information
Have a look at the company, clients, and references to learn whether this is a match for you.
Employees
50-100
Founded
2013
Locations
Zürich, Hyderabad
Top 5 Markets
Germany, Switzerland
Total AUM
N.A
Ownership
Owned by management, External investors (neither clients nor staff)
Focus
Single family offices
Secondary focus
Fund managers
Can not disclose
Request ReferencesSupport & Services
Learn what support and services you can expect
Added Services
Software development
Bespoke development
Analytical thought processing, data integration and aggregation, custom benchmarking
Support options
General contact mail or phone
Pricing of support
Based on SLA
Onboarding
2-8 weeks
We also reviewed some other Portfolio Management Providers
MyFO 
Canada
Consolidated ReportingThe most advanced family office experience which merges efficiency and advanced AI to bring family office services to your fingertips.
Advisor 360
United States of America
Consolidated ReportingAdvisor360° is a leading innovator for the wealth management industry, delivering a deeply integrated SaaS platform.
Ledgex
United States of America
Portfolio ManagementVenn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.
IQ-EQ
Luxembourg
Consolidated ReportingIQ-EQ provides an end-to-end bespoke portfolio monitoring solution to institutional and private wealth investors focusing on alternative and luxury assets.
