Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Company
Facts about the company
Employees
11-50
Founded
2018
Ownership
- Key staff also have ownership
- External investors
- Owned by management
Incorporated
United States of America
Locations
- Switzerland
- United Kingdom
- United States of America
- United Arab Emirates
- Canada
Top 5 Markets
- Australia
- Switzerland
- United Arab Emirates
- United States
- United Kingdom
Clients
Facts about the clients
Focus
Financial advisors
Serves also
- Single family offices
- Multi family offices
- Fund managers
- Banks
Number
> 50
References
Product
Get an overview of what this software does.
The basics
Basics about the product
Main tasks
- Data Aggregation
- Risk Management
- Impact/ESG Reporting
- CRM
- Consolidated Reporting
Top features
- Due Diligence Questionnaires Engine
- Research Management CRM
- Workflows Fund tracking
- External managers data submission portal
- Analytics Reporting
Assets supported
- Equities
- Fixed Income
- Hedge Funds
- Private Equity
- Real Estate
Whitelabel
Yes
Technology
Look under the hood
Type Of Software
SaaS
Security
- Encryption
- Audit trail
- ISO27001
- Penetration testing
Integrations
- Tableau
- Outlook
- Excel
Mobile App
Yes
Reporting-specific features
They handle reporting like this
Type of data
Holding level
Accuracy
- Collect data at source
- Automatic intelligent comparison tools
- Analytics
Multi-currency
- Can set multiple base currencies
- Based on holding/position data
Pricing & Co
Learn about the commercials
Cost structure
- Feature based
- Seat based
Support & Services
Learn what support and services you can expect
Support options
General contact mail or phone, Dedicated contact, In person on site support
Pricing of support
Free support
Onboarding
1 week
Customisation
Most of the features can be customised
Bespoke development
No
Added services
Training, Support
