There’s a world of investments—and investors—out there. Whether you’re an institutional allocator looking to build a better portfolio or an investor simply looking to manage your assets, you need a set of easy-to-use tools that can help you reach your goals. You need to gather investment information in one place, organize it, evaluate it, and make sense of it.

PortfolioCentriX™ is a complete SaaS—Software as a Service—as is the world’s leading portfolio management, risk analysis, operational due diligence, asset allocation and reporting platform.

We serve:

Operators - As an Operator, you have very specific analytic and data needs. First, you need a solution that finally allows you to manage your PnL, Risk and Perform efficiently and without multiple systems. Second, you need an in-depth perspective on how you compare to your peers and how you look to current and prospective clients.

• Hedge Fund of Funds
• Private Equity Fund of Funds
• Banks & Wealth Managers

Institutional Investors - As an Investor you are dedicated to maintaining a prudent rationale that supports your investment and manager selections. In that effort, you need accurate, comprehensive and timely information on managers and the flexibility to evaluate them on numerous measures.

• Public & Private Pensions
• Foundations & Endowments
• Sovereign Wealth Funds
• Governments

Consultants & Service Providers - As a company providing critical advice and outsourced services to clients, you need complete, accurate and timely information, the ability to do more with it, and the ability to extend to your customers.

• Consultants
• 3rd Party Marketers
• 3rd Party Fund Administrators
• Ratings Agencies

Gone are the enterprise installations, the implementation headaches and the IT servicing worries – each one of our proven software products are maintained by us and the service is passed on to the client - safely and securely.