Features of Investment Portfolio Management Software

With investment portfolio management software, portfolio and investment managers can now quickly analyze the performance of their private equity portfolio companies, real estate properties, portfolio funds, and other alternative investments. Investment portfolio management software will allow general partners to report and track portfolio company information. Other data like co-investment information can be combined to deliver a complete view of the portfolio.

Investment portfolio management software offers powerful insights to investors across a wide range of alternative assets. Having access to the most granular financial information, investors are now able to analyze their holdings in detail and obtain complete transparency into their investment portfolios. Investment portfolio management software allows managers and investors to:

  • Tract contact, financial and activity details related to an investment
  • Automate the investment validation process and incorporate comparable data
  • Maintain current administrative, financial and legal information
  • Track current and historical financial statements
  • Immediately obtain information from a property or company
  • Using financial and cash flow models directly in the investment portfolio management software
  • Leverage dynamic dashboards to analyze investment performance across multiple variables viewing results in real time.

Private Equity

  • Investment portfolio management software centralize all relevant information to allow easier and repeatable investment analysis
  • Save time and continue to use your favorite tools, and use valuation and analysis models directly in investment portfolio management software
  • Analyze holdings with dynamic dashboards and company tear sheets.

Real Estate

  • Access and analyze detailed real estate asset information from the lease to the portfolio level
  • Slice and dice property data across various variables with real estate dashboards
  • Use forecasts to model cash flows in a portfolio

A fund of funds can track and analyze underlying portfolio organization and properties, giving a consolidated view across various platforms. Investment portfolio management software manages and analyzes investments at any level of an investment structure; accesses consolidate view of holdings at the master fund level; analyzes and models whatever kind of investment structure; consolidates subscribers transparently; drills down underlying portfolio organization and property details; and consolidates a portfolio via any investment structure level.