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 data.

Portfolio Management & Consolidation

All your assets are sorted and structured, with comprehensive information about your bank accounts, stocks, real estate and more.


Follow and monitor assets, companies and vehicles you are interested in, with real-time updates aggregated from all over the web.

Tax optimization tools

Make selling decisions and meet tax objectives by modeling possible scenarios and analyzing results with our tax optimization tools.


Get all the news and updates related to your assets from trusted sources, in real time, without leaving the platform.

Social Highlights

We aggregate relevant posts from Twitter, LinkedIn and other social media to offer you even further insights into your assets.

Risk Calculation

Access a complete overview of your asset-related risks to balance them against performance and determine the expected returns.


  • Equity
  • Bonds
  • Forex
  • Private Equity
  • Real Estate
  • Cash
  • Options
  • Futures
  • Commodities
  • Luxuries
  • Cryptocurrencies

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 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.

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.