The Caissa Platform
The Caissa Platform is the industry-leading investment analytics platform, developed exclusively for institutional allocators including endowments, foundations, OCIOs, pension funds, and family offices. Clients representing over $1.7 trillion in assets leverage our web-based platform to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios. Our in-house data team aggregates any form of transparency data into the Caissa Platform, including investor letters, separately managed accounts, private equity data, and 13Fs. The data is cleansed, harmonized, migrated, and integrated into the platform. With harmonized exposures allowing for full aggregation across all asset classes and investment vehicles, you can seamlessly perform exposure, risk, liquidity, attribution, and quantitative analysis on your portfolio or your underlying managers.
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AlternativeSoft
AlternativeSoft is used by institutional investors investing in Mutual Funds, Hedge Funds & Private Market Funds.
AlternativeSoft is the preferred choice for many of the globe's leading institutional investors investing in mutual funds, hedge funds and private equity funds.
Best Risk Management Software Awards (Hedgeweek 2017, 2019, 2020, 2021, 2022, 2023).
Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection, portfolio management, reporting for funds, due diligence on hedge funds, powerBI reporting, on premise or cloud availability, financial trainings, for institutional investors.
We offer a large solution for anything related to funds.
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AI Apollo
AI Apollo is the AI workspace for modern fund management, purpose-built for private market fund managers to help teams centralize workflows, strengthen governance, and operate with more confidence through intelligent automation. It brings AI-powered operating infrastructure to private market fund management by unifying portfolio, governance, reporting, and compliance workflows in one operating environment. It helps reduce fragmented processes with a more structured, auditable workflow layer and supports a more disciplined, professional operating model for internal and external stakeholders. AI Apollo is designed to modernize how private market fund managers run core operations, from investment and portfolio mandates to governance, reporting, and compliance, creating a more connected operating layer across the fund lifecycle.
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Investment Metrics
Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights.
Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA.
With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes.
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