Portfolio Solution
Portfolio 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.
Key features
Portfolio Solution Key Features
Enhanced Analytics
Generate scorecards with the right measures for different strategies, show attribution for alpha generation, and aggregate data from
multiple sources.
Sophisticated Compliance
Gain transparency into compliance rules, manage exceptions and breaches with complete audit trails, and easily configure custom rules.
Peer Comparison/ Crowdedness Analysis
Pull 13f data for peer comparison and understand what competitors own for sharper strategic decision-making.
Investor Reporting
Generate IR reports and send them to investors, and perform fee analysis and other analytics on investor data.
Broad Integration
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.
Advanced Security
Each client has their own unique key and all data is encrypted at rest.
What’s Possible with Portfolio Solution
P&L Analytics
Treasury
Real Time P&L
Performance Analysis
Operations/Data Integrity
Risk Measures
Cloud-hosted Security Master
Get a 3-Dimensional View of Your Portfolio
IVP Explorer
Finding The Right Solutions
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.
Asset Management
CLO Managers
Credit Managers
Family Offices
Fund of Funds
Infrastructure Funds
Long Biased Funds
Long Short Funds
Private Debt Managers
Private Equity
Real Estate Funds
Special Situations
By The Numbers
5.5tn+
AUM managed using IVP technology
1.6tn+
AUM reported through IVP Regulatory
Reporting Platform
500+
Strategy & Bespoke Projects delivered
220+
Fund managers using IVP Solutions
100+
Fund Managers using IVP “Digital First” Managed Services
35%
Global hedge fund AUM running through IVP products
Delivering Specialized Solutions Across Industry
Enterprise Data Management
A next-generation, cloud-ready master data management platform that processes, transforms, governs, catalogs, and delivers data to and from any destination.
Data Warehouse
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.
Security and Reference Master
A reference data management solution with a highly configurable core and intuitive data modeling that combine to create an accurate reference master more efficiently.
Decision Science
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.
Data Management as a Service
Optimize data accuracy, reduce risks, and control costs with IVP Data Management as a Service—24/7 support, KPI monitoring, multi-vendor expertise, and scalability.
Resources For Growing Your Firm
IVP’s Finance Forward Thinking
Discover the latest trends, find out how your peers are accelerating their digital transformations, get updates on evolving products, and more.
WhitePapers
Thoughtful perspectives on key trends and issues
Case Studies
Advanced solutions benefiting our clients
Webinar
MASTERING SECURITY AND REFERENCE DATASETS
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