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Automating Form PF Section 5 and 6 Reporting
Wednesday, June 5, 2024 | 11 AM EDT - 12 PM EDT
REGISTER NOWPortfolio Solution is Indus Valley Partners’ cloud-based portfolio management and portfolio analytics software. It seamlessly integrates the systems, data and analytics that investment teams need to generate alpha, manage risk and exposures, track performance, enhance investor relations and more.
Portfolio Solution solves several operating challenges with functionality not always found in other platforms. This includes the ability to configure different views for different strategies, keep pace with regulations using a built-in compliance module, generate peer comparison with 13F integration, and perform enhanced analytics.
IVP’s platform offers a comprehensive suite of tools that go beyond traditional portfolio analytics software, allowing you to adapt to market changes swiftly and make data-driven decisions with confidence. From customizable dashboards to advanced compliance modules, we provide a holistic solution that caters to your specific investment strategies and regulatory needs. Request your demo today.
Portfolio Solution Key Features
Generate scorecards with the right measures for different strategies, show attribution for alpha generation, and aggregate data from
multiple sources.
Gain transparency into compliance rules, manage exceptions and breaches with complete audit trails, and easily configure custom rules.
Pull 13f data for peer comparison and understand what competitors own for sharper strategic decision-making.
Generate IR reports and send them to investors, and perform fee analysis and other analytics on investor data.
Seamlessly integrate with other systems/modules for holistic analytics. Source data from treasury platforms for financing impact analysis or feed data to regulatory reporting platforms for filings. The platform integrates with leading admins, PBs, custodians, and brokers.
Each client has their own unique key and all data is encrypted at rest.
IVP’s offering has the breadth found at the largest global, multi-line technology providers combined with the specialized knowledge, innovation, and service found at leading boutiques.
AUM managed using
IVP technology
AUM reported through Regulatory Reporting Platform
Strategy & Bespoke
projects delivered
Fund managers using
IVP Solutions
Fund managers using IVP “Digital-First” Managed Services
Global Hedge fund AUM running through IVP products
A next-generation, cloud-ready master data management platform that processes, transforms, governs, catalogs, and delivers data to and from any destination.
Our cloud data warehouse solution makes it easy to collate, cleanse, enrich, and manage enterprise data from internal systems, fund admins, brokers, and third-party systems for performance reporting, analytics, and more.
A reference data management solution with a highly configurable core and intuitive data modeling that combine to create an accurate reference master more efficiently.
This portfolio analytics platform delivers impactful visualizations that help generate insights into P&L attribution, investment risk, and performance, creating front-office narratives backed by verifiable detail.
IVP Data Management Services leverage our Master Data Management suite, a comprehensive framework for managing data on the buy-side. This suite includes IVP Security and Reference Master for data acquisition, IVP Enterprise Data Management for data workflow, IVP Data Warehouse for operational data storage, and IVP Decision Science for analytics.
Discover the latest trends, find out how your peers are accelerating their digital transformations, get updates on evolving products, and more.