The Simplify's PortfolioCentriX™ solution brings the extensibility, integration, and sophistication of traditional enterprise software solutions to a hosted environment. Clients gain the benefits of reduced total cost of ownership and implementation project risks and with Simplify's low cost fixed per user subscription licensing model, means that costs grow only as a our client’s needs grow.
PortfolioCentriX™ takes the work out of tracking the underlying holdings of partnership and series investments as well as the shadowing of your long-only separate account managers. As a secure, web-based solution, PortfolioCentriX™ puts the work in our team's hands and creates an economy of operation that assures you this tough chore is accomplished effectively and efficiently. Any currency, any structure, any strategy with PortfolioCentriX™.
PortfolioCentriX™ solves the problem of consolidated document archival of fund documents. With it, you and your team have access to all of your investment presentations, reports, offering documents and notices via secure connection over the internet.
PortfolioCentriX™ provides your team with a secure, online collaborative environment for Fund Screening, 3rd Party Data Aggregation, Pricing, Multi-Currency Accounting, Liquidity Analysis, Risk and PnL Report Creation, Sharing and Communications.
PortfolioCentriX™ enables secure and collaborative due diligence and deal flow management for investment teams. From initial quantitative screening, through the entire Due Diligence process, from the first subscription to the last redemption. PortfolioCentriX™ makes short work of what is the most crucial part of your job.
On-Demand Service Delivery
Simplify has set the standard for on-demand service delivery. Nothing is more important than protecting each customer’s data from both physical loss and unauthorized use, guaranteeing that data is available around the clock and without delay, and ensuring that service delivery remains reliable as our customers’ companies—and our subscriber and transaction numbers—grow.
Mobility —Deploy Once, Access Anywhere
The PortfolioCentriX™ Platform instantly mobilizes your applications so that all your mobile professionals are always connected to their critical information, from anywhere in the world.
Scalability
PortfolioCentriX™clients enjoy significant economies of scale because we operate our solutions for multiple clients, affording them the ability to utilized previously unattainable enterprise systems, that they will never outgrow.
An Application for Everyone
PortfolioCentriX™was designed to meet the administration challenges of the modern investment management enterprise. But its ease-of-use makes it simple for even the smallest organizations and non-technical users to easily administer the applications.
Simplified Pricing
Simple per user fixed base monthly pricing
No Basis Points, No Per Fund Fees
No Hidden Position or Transaction Fees
No Extra Module cost or connection fees
No Long Term Lockup
Architecture
Clients run their own separate and distinct Microsoft SQL™ databases
Access to each clients database is 100% secure 128 bit SSL encryption technology (GeoTrust)
Single point of integration to Hedge Fund Databases, Market Data, Administrators and Banks
State of the Art Datacenters provided by Amazon S3 and Hetzner(Germany) on 3 different continents
Fully SAS 70 Type I & II Certified
Full Disaster Recovery (including Live Mirroring)
Help Desk Support
Proven expertise that delivers results
The Simplify team has a proven track record of adding value and delivering results to our hedge fund, fund of fund, private equity, administration and prime broker clients, having operated as CarbonBased Consulting for the past 12 years.
Simplify is led by Brian Shapiro, CEO & Founder and the former CEO and Founder of CarbonBased Consulting and Carbon360 Research. We are also led by Chris Rose, the former CTO of PlusFunds, who is Simplify's EVP and Head of Product Development. Between Messrs. Shapiro and Rose our clients benefit from a combined 40 years of Alternatives experience.
Our professional and experienced staff can help organizations maximize results and reduce project implementation risks. But unlike all other vendors, services are optional and not an embedded requirement!
Simply put, we are passionate about providing a better product. Our focus on superior data, first-class customer service and continued software enhancements has allowed Simplify to stand out from the competition.
