Bring Every Part of the Portfolio Into Focus
Board meetings, committee reviews, audits, annual reports: institutional portfolios run on cycles nobody controls. Keeping up with them shouldn't mean rebuilding the numbers every time one comes around.
Every Institution Has Different Demands on Its Investments
Every institution meets it differently, shaped by its own structure and who it answers to.
Pension Funds
Liabilities are known years out. The assets meant to meet them sit scattered across managers, custodians and reconciliation spreadsheets, each updating on its own schedule. Risk and liquidity get assessed once the numbers finally agree, not while it still matters. By the time the board meeting starts, someone is still chasing a figure.
Universities
One portfolio, five audiences: the investment committee, the board, the school deans, the auditors, each expecting a different cut of the same numbers. Group-level reporting and school-level detail rarely come from the same place at the same time. ESG monitoring and cash flow forecasting get bolted on rather than built in. Somewhere in that gap, someone is always still waiting on a figure.
Churches & Religious Institutions
Private commitments and capital calls rarely show up cleanly next to the rest of the portfolio. Managers, banks and asset classes multiply faster than the capacity to track them. Confidence in the numbers means someone reconciling them by hand, every quarter, before anyone can talk about stewardship. The board shouldn't have to wait on the spreadsheet to get there.
Municipalities
Every investment answer has to satisfy two very different readers: the portfolio team tracking performance, and the public record tracking accountability. Investment data lives in one place, accounting values in another, ESG requirements bolted on top of both. Getting to one answer usually means reworking the same numbers twice. That's before anyone's asked a follow-up question.
Foundations
The mission is rarely what keeps a foundation's leadership up at night. It's everything required to protect it: investments that need to perform, governance that needs to hold, reporting the board can actually trust. As ambition grows, so does the web of responsibilities behind it, and those pieces don't always stay connected. Somewhere in that gap, the board is still waiting on a number it can rely on.
From Manual Struggle to Seamless Reporting: How the Association of Finnish Cities and Municipalities and Municipality Foundation Transformed Their Investment Process
"The online platform has been a game-changer. We can access reports anytime, see real-time updates, and visualize our investments with ease."
How Can We Help You
When a cycle comes around, a board meeting, an audit, an annual report, the answer should already be there. Less time spent pulling the numbers together, more time spent using them.
What Institutional Investors Shouldn’t Compromise On
Accurate, Reconciled and Traceable Data
Reliable, consistent and up-to-date investment figures, with clear visibility into their sources and the ability to reconcile reported values against underlying data.
Complete Portfolio Consolidation
Bring investments across managers, banks, portfolios and asset classes into one consistent view, including private, illiquid and other complex investments.
Flexible Reporting That Fits the Organization
Adapt reporting to the organization’s structures and requirements, using the same underlying data for portfolio monitoring, management, committees, boards, accounting and other internal needs.
Governance-Ready Oversight
Give decision-makers clear reporting with the detail needed to explain and challenge underlying figures, including risk, liquidity, ESG and responsible-investment requirements where relevant.
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Frequently Asked Questions
Reported figures are reconciled and traceable back to their sources, so the numbers used for a board meeting, an audit or an annual report reflect the portfolio as it actually stands, not a snapshot from whenever someone last updated it.
Yes. Bringing together information from multiple managers, banks, portfolios and asset classes into one reporting environment is a core use case across institutional investor segments.
Yes. Reporting needs vary across institutional investors, including organizational structures, accounting requirements, benchmarks, ESG, private assets and client-specific fields. Flexibility is an important part of supporting these different reporting environments.
Yes. Private equity, private assets, commitments and other non-standard investments appear across several institutional investor segments and form part of the consolidated portfolio view.
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