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AssetMetrixAssetMetrix

End-to-end data transparency, digital workflows, analytical insights, and the power of AI seamlessly delivered.

Vendor

Vendor

AssetMetrix

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Product details

Private capital’s best in class

Technology-enabled solutions for your industry-specific needs.

Structured, end-to-end solutions that prove themselves against the industry's real-life challenges. Day by day. Confirmed by dozens of clients.

Data - smart, flexible, actionable

Access unlimited insight into your portfolio, leverage cutting edge technology and best in class storage to deliver granular and validated insights.

Reporting excellence. Actionable insights.

Powerful visuals tailored to your needs at your fingertips. Dynamic analysis in presentable formats based on validated and up-to-date data.

Comprehensive analytics

Confident decision-making enabled by bespoke modeling. Forecast and plan with full granularity and clarity. Benchmark, analyse risk, and stress test with ease.

Compliant ESG

Collect and report on ESG compliance and analytics in one platform. Monitor trends, meet evolving regulatory demands, and satisfy investor demands.

Multi party collaboration

Unify LPs, GPs, and service partners transforming fragmented processes into secure workflows. Track progress, easy audits, notification system, all built into one.

Integrated investor journey

Elevate your investor experience with an all-in-one portal. Tailored dashboards, granular reporting, and a document hub simplify communication.

All functions. One fluid user experience.

Reporting

Interact with your data. Understand your portfolio structures, historical performance, and strategy compliance. Holistically and in depth. Let other stakeholders do so too.

Analytics

Understand your risk exposure and stress test your portfolio. Via standard and custom stress scenarios. Validate your past performance against private and public benchmarks. Project and plan the future evolution of your portfolio. Intelligently.

Workflows

Leave behind email and phone call emergencies. Interact across organization borders via seamless data and document workflows. Transparently and in time. Truly end-to-end, truly digital. And with all documents in one place. Tagged and indexed.

Investor relations

Let investors electronically sign contracts and subscriptions. Deliver notices, capital account statements, or quarterly packages at the click of a button. Provide transaction details and aggregated, investor-specific performance indicators. Across all portfolios and in drill-down mode. Personalized, securely, and in a controlled manner.