Dynamic Multi-Asset Analysis Apps for Fund Managers & Investors

Browse performance and accounting analysis across assets, funds, and investors. Perform portfolio monitoring, including slice/dice performance, KPIs, and interactive financial analysis. Provide your investors and allocators with robust analysis in addition to critical reports whilst staying in complete control.

We utilize the best practices from Microsoft to keep your data safe. Our technology operational architecture is SOC ii Type 2 certified, running on Microsoft Azure data centers worldwide, based upon your location. The operational architecture is highly resilient, with transparent user authentication and authorization monitoring.

Accounting systems, by their nature, are the realm of the back office. However, up-to-the-minute accounting information, presented in a unified fashion, is critical at all levels of the organization. PARTICIPATE provides up-to-date accounting snapshots, side by side, with analytical content crucial for decision-making.

Reports are critical for compliance purposes. However, the timeliness and relevance of management information are the new go-to standard for 24/7 interactive content delivery. The document-centric world still exists, especially for reporting that is mandatory for accounting and regulations. However, a paradigm shift has occurred with the empowering ability to stream analytical content, pin it, present it as the user sees fit, and monitor changes.