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 ReferencesApliqo Reviews
Sign in to read or leave reviews for Apliqo
Gain insight from real user feedback to guide your decisions or share your experiences and help shape the future of Apliqo.
Read ReviewsLeave Review
Support & 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
Etops 
Switzerland
Consolidated Reporting
Etops is active along the entire value chain of wealth managers and family offices. This includes services, technology and consulting.
Wealth Objects
United Kingdom
Data Aggregation
We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions, and to...
Swimbird
Sweden
Consolidated Reporting
The Swimbird Platform SWIP is a modern portfolio management solution, which gives the client a holistic view of their total portfolio - everything in one place.
Jay Solutions
Switzerland
Portfolio Management
Jay Solutions is on a mission to transform the management of wealth for individuals and businesses alike. Its cutting-edge solution seamlessly integrates a wide range of...
