Solution introduction

Portfolio Management Software

A comprehensive portfolio monitoring platform for assessing risk and return across multiple alternative asset classes

Empower your investment office with effective and efficient portfolio management software that facilitates the quantitative assessment of risk and return across any alternative asset class.

Benefits

  • Access data instantly from anywhere and at any time through a secure, reliable cloud-based platform
  • Manage, view, and analyze the entire investment cycle, all in one place
  • Increase operational efficiency with centralized, comprehensive portfolio management
  • Establish and maintain clear insight into your portfolio with sophisticated liquidity reporting tools
  • Analyze manager and portfolio performance against industry benchmarks and peer groups
  • Measure cumulative performance, net appreciation, manager and portfolio exposures, and much more

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.