COMPREHENSIVE CONSOLIDATION- ANYWHERE, ANYTIME, AND ON ANY DEVICE

Leading asset management solution tailored for your needs

Designed to offer the most secure method of asset consolidation available, Insidex generates instant insights from vast amounts of Big Data.

Consolidate

Analyze

Collaborate

Powerful analytics for Big Data

Insidex utilizes cutting edge algorithms for uncovering insights hidden deep within Big Data to help you evaluate risk, discover opportunities, and enhance your asset portfolio. Customized dashboards and reports expose the complete picture of your portfolio landscape, while drill-down tools enable you to delve into the minute details and identify the issues underlying your collective assets, across classes, currencies, ownership structures, and jurisdictions.

Enhanced discovery and collaborative insights

Enhancing traditional financial tools with cutting edge data fusions and collaborative technologies, Insidex enables today’s time-conscious user to identify insights quickly and easily, share with partners and advisors, and move to action faster than ever before.

THIS MEANS THAT EVERY IMPORTANT DETAILS IS AVAILABLE TO DECISION MAKERS WHENEVER THEY NEED, WHEREVER THEY NEED.

INTERROGATE VAST QUANTITIES OF DATA FROM UPLOADED DOCUMENTS.

QUICKLY SEARCH FOR KEYWORDS, ENTITIES AND MORE FROM STORED DOCUMENTATION.

ANALYZE RELATIONSHIPS GLEANED FROM OTHERWISE IMPENETRABLE BIG DATA.

Comprehensive Data Integrations

Insidex aggregates, normalizes, and reconciles the financial data gathered from all myriad sources that make up the modern investor’s portfolio, integrating data feeds, APIs, and even manually uploaded documents – creating a seamless, easy to understand, financial landscape. Furthermore, as part of the secure uploading process, Insidex uses advanced Natural Language Processing techniques to automatically track and categorize significant information, fusing it with relevant data, making it easily-accessible in the cloud.

POWERFUL DRILL-DOWN AND DISCOVERY

UNCOVER, UNDERSTAND, AND MITIGATE RISK

ACCURATE, ACTIONABLE DATA

Simple, Secure Collaboration

Collaboration on Insidex is completely intuitive, leaving you more time to concentrate on adding value to the investment process and meeting your portfolio objectives.

EASILY SET UP PERMISSIONS AND PRIVILEGES FOR ADVISORS MEMBERS AND OTHER USERS.

CREATE COLLABORATION GROUPS TO EFFORTLESSLY SHARE DATA AND INSIGHTS WITH APPROVED USERS.

SHARE ANALYSIS OR REPORTS IN A SINGLE CLICK WITH ANY MEMBER OF YOUR ORGANIZATION.

SHARING FILES WITH EXTERNAL PARTIES IS AS SIMPLE AS CREATING AND SENDING A PASSWORD-PROTECTED WEB LINK.

Everything at your Fingertips

Insidex lets you streamline your investment decisions, empowering you to view your portfolio and structure it the way you want to, without sacrificing customization.

COMPLEX PORTFOLIOS

Consolidated financial view across equity, real, and alternative asset types.

SMART INSIGHTS

Cutting edge Big Data processing and actionable insights.

PRIVACY & ANONYMITY

Ultra secured and private environment with key data point anonymity.

ADDED VALUE INTEGRATIONS

Data fusion of financial, market and social sources for holistic investment approach.

Bank-Grade Security

Developed to satisfy the rigorous security requirements of the banking sector, Insidex takes your organization’s privacy seriously, employing powerful AES 256-bit encryption to protect your data.